Assets by plan
Share of aggregate retirement assets
- & OWSLEY 401(K) (#001)$43.5M
- & OWSLEY 401(K) (#003)$38.9M
Filings through .
2 plans aggregated / $82.4M assets / 179 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENGLISH, LUCAS, PRIEST & OWSLEY 401(K) PLAN | 401(k) | $43.5M | 92 | 2025 |
| #003 | ENGLISH, LUCAS, PRIEST & OWSLEY 401(K) PLAN | 401(k) | $38.9M | 87 | 2024 |