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 | PROFESSIONAL BUSINESS SYSTEMS, INC. PROFIT SHARING PLAN | 401k | $4.8M | 31 | 2025 | |
| 002 | PROFESSIONAL BUSINESS SYSTEMS, INC. CASH BALANCE PLAN | CashBalance | $670K | 19 | 2024 |