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 | |
|---|---|---|---|---|---|---|
| 001 | QUADRA PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $3.6M | 4 | 2024 | |
| 002 | QUADRA PARTNERS, LLC 401(K) RETIREMENT PLAN | 401k | $2.6M | 7 | 2025 |