Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIOL & BENSON PLLC 401(K) PROFIT SHARING PLAN | 401k | $7.6M | 13 | 2025 | |
| 002 | BRIOL & BENSON, PLLC CASH BALANCE PENSION PLAN | CashBalance | $4.5M | 9 | 2024 |