Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMMONS SWEENEY FREIMUND SMITH TARDIF PLLC 401(K) PLAN | 401k | $3.9M | 43 | 2025 | |
| 002 | SIMMONS SWEENEY FREIMUND SMITH TARDIF, PLLC CASH BALANCE PLAN | CashBalance | $2.0M | 42 | 2025 |