Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.1M assets / 64 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)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CADDELL REYNOLDS, PA 401(K) RETIREMENT PLAN | 401(k) | $2.3M | 49 | 2025 |
| #002 | CADDELL REYNOLDS, PA DEFINED BENEFIT PENSION PLAN | Traditional DB | $818K | 15 | 2025 |