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 | |
|---|---|---|---|---|---|---|
| 001 | KLOPERT & RAVDEN, LLP 401(K) PROFIT SHARING PLAN | 401k | $7.9M | 16 | 2025 | |
| 002 | KLOPERT & RAVDEN, LLP CASH BALANCE PLAN | CashBalance | $3.9M | 5 | 2025 |