Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEBER, HAYES AND ASSOCIATES, INC. RETIREMENT PLAN | 401k | $1.8M | 17 | 2024 | |
| 002 | WEBER, HAYES & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $294K | 16 | 2024 |