Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ADELANTE CONSULTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.5M | 21 | 2024 | |
| 001 | ADELANTE CONSULTING 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $41K | 4 | 2025 |