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 | |
|---|---|---|---|---|---|---|
| 002 | FORENSIC & VALUATION SERVICES, PLC CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 2 | 2025 | |
| 001 | FORENSIC & VALUATION SERVICES, PLC 401(K) PLAN | 401k | $1.3M | 2 | 2025 |