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 | TURNER LAW GROUP LLC EMPLOYEES' RETIREMENT PLAN | 401k | $4.1M | 8 | 2025 | |
| 002 | TURNER LAW GROUP, LLC CASH BALANCE PLAN | CashBalance | $518K | 8 | 2025 |