Assets by plan
Share of aggregate retirement assets
77%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RANDALL L. SANSOM, CPA, PA 401(K) PLAN | 401k | $4.2M | 8 | 2025 | |
| 002 | RANDALL L. SANSOM, CPA, PA CASH BALANCE PLAN | CashBalance | $1.2M | 6 | 2024 |