Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT GRIFFIN FINANCIAL INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $757K | 3 | 2024 | |
| 001 | SCOTT GRIFFIN FINANCIAL INC 401K PLAN | 401k | $211K | 5 | 2024 | |
| 003 | SCOTT GRIFFIN FINANCIAL, INC. PROFIT SHARING PLAN | ProfitSharing | $26K | 4 | 2024 |