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 | GLESSNER & ASSOCIATES, PLLC 401K PROFIT SHARING PLAN | 401k | $3.1M | 11 | 2025 | |
| 002 | GLESSNER & ASSOCIATES, PLLC CASH BALANCE PENSION PLAN | CashBalance | $432K | 8 | 2024 |