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 | LUTZKER & LUTZKER LLP 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 11 | 2025 | |
| 002 | LUTZKER & LUTZKER LLP CASH BALANCE PLAN | CashBalance | $2.1M | 7 | 2024 |