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 | FRANK SIMS & STOLPER LLP CASH BALANCE PLAN | CashBalance | $4.0M | 4 | 2024 | |
| 001 | FRANK SIMS & STOLPER LLP 401(K) PLAN | 401k | $1.6M | 5 | 2024 |