Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHELE LEE ELLIS CONSULTING LLC 401K PSP | 401k | $191K | 3 | 2025 | |
| 002 | MICHELE LEE ELLIS CONSULTING, LLC CASH BALANCE PLAN | CashBalance | $143K | 3 | 2024 |