Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WANI & ASSOCIATES, P.C. CASH BALANCE PENSION PLAN | CashBalance | $782K | 5 | 2025 | |
| 002 | WANI & ASSOCIATES, P.C. 401 K PROFIT SHARING PLAN | 401k | $102K | 5 | 2025 |