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 | COUNCIL & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $844K | 9 | 2025 | |
| 003 | COUNCIL & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $516K | 14 | 2025 |