Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 1607 STRATEGIES, LLC 401 (K) PLAN | 401k | $424K | 6 | 2025 | |
| 002 | 1607 STRATEGIES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $380K | 2 | 2024 | |
| 003 | 1607 STRATEGIES, LLC PROFIT SHARING PLAN I | ProfitSharing | $63K | 2 | 2024 |