Assets by plan
Share of aggregate retirement assets
54%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DONOSO & PARTNERS, L.L.C. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 21 | 2025 | |
| 002 | DONOSO & PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2024 |