Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JONES & HILL LLC CASH BALANCE PLAN | CashBalance | $3.7M | 14 | 2024 | |
| 001 | J. CRAIG JONES, APLC PROFIT SHARING PLAN | 401k | $3.1M | 15 | 2024 |