Assets by plan
Share of aggregate retirement assets
72%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | POWERHOUSE CAPITAL MANAGEMENT CASH BALANCE PLAN & TRUST | CashBalance | $595K | 3 | 2024 | |
| 001 | POWERHOUSE CAPITAL MANAGEMENT 401(K) PLAN & TRUST | 401k | $228K | 4 | 2024 |