Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | A.J. O'CONNOR ASSOCIATES, INC. 401(K) PLAN | 401k | $1.3M | 8 | 2025 | |
| 004 | A.J. O CONNOR ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $44K | 5 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 003 | A.J. O'CONNOR ASSOCIATES, INC. 401(K) PLAN | Self Funded | - | $0 | 0 | 2025 |