Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TELEMUS GROUP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.6M | 14 | 2024 | |
| 002 | TELEMUS GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $45K | 0 | 2025 |