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 | |
|---|---|---|---|---|---|---|
| 002 | BUSINESS ACQUISITIONS & MERGERS, LLC 401(K) RETIREMENT PLAN | 401k | $7.0M | 8 | 2025 | |
| 003 | BUSINESS ACQUISITIONS & MERGERS, LLC CASH BALANCE PLAN | CashBalance | $3.2M | 8 | 2025 |