Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOOLIK GROUP REALITY BDH LLC PROFIT SHARING PLAN | ProfitSharing | $1.8M | 6 | 2024 | |
| 002 | KOOLIK GROUP REALTY BDH LLC CASH BALANCE PENSION PLAN | CashBalance | $493K | 6 | 2024 |