Assets by plan
Share of aggregate retirement assets
65%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MELENDEZ & MARKETTO, P.C. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.0M | 6 | 2024 | |
| 003 | MELENDEZ & MARKETTO, P.C. 401(K) PLAN AND TRUST | 401k | $547K | 9 | 2024 |