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 | MEREDITH O'CONNOR REAL ESTATE, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 6 | 2025 | |
| 001 | MEREDITH O'CONNOR REAL ESTATE, LLC 401(K) PLAN | 401k | $721K | 6 | 2025 |