Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE JAMES COLLECTIVE LLC CASH BALANCE PENSION PLAN | CashBalance | $489K | 5 | 2025 | |
| 001 | THE JAMES COLLECTIVE 401(K) PLAN | 401k | $341K | 7 | 2025 | |
| 003 | THE JAMES COLLECTIVE LLC RETIREMENT PLAN | ProfitSharing | $53K | 6 | 2025 |