Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DIANNE ADAIR PRE-SCHOOL CASH BALANCE PLAN | CashBalance | $707K | 64 | 2025 | |
| 002 | DIANNE ADAIR 401(K) PLAN | ProfitSharing | $391K | 67 | 2025 |