Assets by plan
Share of aggregate retirement assets
72%top
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROBERT PECCIA & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $40.6M | 106 | 2025 | |
| 001 | ROBERT PECCIA & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $16.0M | 99 | 2025 |