Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PURCELL & LEFKOWITZ LLP CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2025 | |
| 001 | PURCELL & LEFKOWITZ LLP 401(K) PLAN | 401k | $377K | 3 | 2024 |