Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CFO'S DOMAIN, LLC CASH BALANCE PLAN | CashBalance | $993K | 12 | 2024 | |
| 001 | CFO'S DOMAIN 401(K) PLAN | 401k | $739K | 42 | 2025 | |
| 003 | CFO'S DOMAIN, LLC PROFIT SHARING PLAN | ProfitSharing | $704K | 9 | 2025 |