Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH & DOWNEY, P.A. 401(K) PLAN | 401k | $15.1M | 33 | 2024 | |
| 002 | SMITH & DOWNEY, P.A. CASH BALANCE RETIREMENT PLAN | CashBalance | $2K | 0 | 2024 |