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 | |
|---|---|---|---|---|---|---|
| 002 | PACIFIC HORIZON MANAGEMENT SERVICES LLC CASH BALANCE PLAN | CashBalance | $195K | 5 | 2024 | |
| 001 | PACIFIC HORIZON MANAGEMENT SERVICES LLC 401(K) PLAN | 401k | $11K | 5 | 2024 |