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 | BLUMEN & SHAYNE, PLLC CASH BALANCE PLAN | CashBalance | $962K | 10 | 2024 | |
| 001 | BLUMEN & SHAYNE, PLLC 401(K) PLAN | 401k | $274K | 11 | 2025 |