Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WILKINSON STEKLOFF LLP GENERAL PLAN | 401k | $11.3M | 53 | 2024 | |
| 004 | WILKINSON STEKLOFF LLP ASSOCIATE PLAN | 401k | $4.3M | 50 | 2024 | |
| 005 | WILKINSON STEKLOFF LLP CASH BALANCE PLAN II | CashBalance | $3.1M | 46 | 2024 |