Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $20.5M assets / 38 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TUXEDO INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $18.9M | 0 | 2024 |
| #002 | TUXEDO DISTRIBUTORS, LLC 401(K) PLAN | 401(k) | $1.6M | 38 | 2025 |