Assets by plan
Share of aggregate retirement assets
73%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UDOLF PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.3M | 11 | 2024 | |
| 002 | UDOLF PROPERTIES LLC CASH BALANCE PLAN | CashBalance | $463K | 10 | 2024 |