Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN | 401k | $13.1M | 164 | 2025 | |
| 002 | CARLSON, BRIGANCE AND DOERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.1M | 109 | 2025 |