Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FALCON REALTY ADVISORS, LLC 401(K) PLAN | 401k | $1.2M | 10 | 2025 | |
| 002 | FALCON REALTY ADVISORS, LLC PROFIT SHARING PLAN | ProfitSharing | $978K | 7 | 2024 |