Assets by plan
Share of aggregate retirement assets
83%top
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PATRICIA MERKLEY LLC DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $412K | 12 | 2024 | |
| 001 | PATRICIA MERKLEY LLC 401(K) PLAN AND TRUST | 401k | $85K | 26 | 2024 |