Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $324K assets / 40 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 |
|---|---|---|---|---|---|
| #002 | WORSHAM BROTHERS 401K PLAN | 401(k) | $218K | 23 | 2025 |
| #001 | WORSHAM BROTHERS 401K PLAN | 401(k) | $106K | 17 | 2024 |