Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED PATERSON ENTERPRISES, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 20 | 2024 | |
| 001 | UNITED PATERSON ENTERPRISES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.2M | 39 | 2024 | |
| 003 | UNITED PATERSON ENTERPRISES, INC. 401K PLAN | 401k | $244K | 32 | 2024 |