Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLLINS + PARTNERS, LLC PROFIT SHARING AND SAVINGS PLAN | 401k | $6.3M | 87 | 2025 | |
| 003 | COLLINS AND PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $2.8M | 51 | 2024 |