Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CADDELL REYNOLDS, PA 401(K) RETIREMENT PLAN | 401k | $2.3M | 49 | 2025 | |
| 002 | CADDELL REYNOLDS, PA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $654K | 15 | 2024 |