Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J. BELDING ADVISORS LLC CASH BALANCE PLAN | CashBalance | $257K | 2 | 2024 | |
| 001 | J. BELDING ADVISORS LLC 401K PROFIT SHARING PLAN | 401k | $196K | 4 | 2025 |