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 | ROSS FELLER CASEY 401(K) PLAN | 401k | $20.6M | 61 | 2024 | |
| 002 | ROSS FELLER CASEY LLP CASH BALANCE PLAN | CashBalance | $6.8M | 34 | 2024 |