Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ACADEMIC INNOVATIONS, LLC PROFIT SHARING PLAN | ProfitSharing | $711K | 21 | 2025 | |
| 004 | ACADEMIC INNOVATIONS, LLC CASH BALANCE PENSION PLAN | CashBalance | $114K | 8 | 2025 |