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 | WP INVESTORS 1, LLC CASH BALANCE PLAN & TRUST | CashBalance | $2.4M | 3 | 2025 | |
| 001 | WP INVESTORS 1, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $952K | 3 | 2025 |