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 | DAVID ORR ASSOCIATES, INC 401(K) PLAN | 401k | $4.7M | 48 | 2025 | |
| 002 | DAVID ORR ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $403K | 28 | 2024 |