Assets by plan
Share of aggregate retirement assets
69%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CFA FORUM CASH BALANCE PLAN | CashBalance | $795K | 23 | 2024 | |
| 001 | CFA FORUM 401(K) PLAN | 401k | $357K | 60 | 2024 |