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 | NATIONAL SECURITY LAW FIRM 401(K) PLAN | 401k | $791K | 16 | 2024 | |
| 002 | O'BRIEN CASH BALANCE PENSION PLAN | CashBalance | $720K | 15 | 2024 |