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 | |
|---|---|---|---|---|---|---|
| 001 | LEVY & BORUKH, PLLC CASH BALANCE PLAN | CashBalance | $589K | 6 | 2025 | |
| 002 | LEVY & BORUKH, PLLC PROFIT SHARING 401(K) PLAN | 401k | $563K | 6 | 2025 |