Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SIMON, PERAGINE, SMITH & REDFEARN EMPLOYEE BENEFIT PLAN | 401k | $11.5M | 38 | 2025 | |
| 003 | SIMON, PERAGINE, SMITH & REDFEARN, L.L.P. ASSOCIATES 401(K) PLAN | 401k | $3.4M | 38 | 2025 |