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 | |
|---|---|---|---|---|---|---|
| 005 | BRODERICK & DUSEK, P.C. RETIREMENT PLAN | CashBalance | $3.0M | 41 | 2025 | |
| 004 | BRODERICK & DUSEK, P.C. EMPLOYEES' SAVINGS PLAN | 401k | $2.8M | 38 | 2024 |