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 | GREENE & MARUSAK, LLC 401(K) PLAN | 401k | $507K | 22 | 2025 | |
| 002 | GREENE & MARUSAK, LLC CASH BALANCE PLAN | CashBalance | $320K | 17 | 2025 |