Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 1550 BRICKELL ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 5 | 2024 | |
| 001 | 1550 BRICKELL ASSOCIATES, LLC PROFIT SHARING PLAN | ProfitSharing | $327K | 9 | 2025 |