Assets by plan
Share of aggregate retirement assets
62%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTTRELL FLETCHER & COTTRELL 401(K) PROFIT SHARING PLAN | 401k | $6.6M | 10 | 2025 | |
| 002 | COTTRELL FLETCHER SCHINSTOCK BARTOL CASH BALANCE PENSION PLAN & TRUST | CashBalance | $4.0M | 9 | 2025 |