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 | PEIKOFF MAHAN LLP PROFIT SHARING 401(K) PLAN | 401k | $4.4M | 20 | 2024 | |
| 002 | PEIKOFF MAHAN LLP CASH BALANCE PLAN | CashBalance | $527K | 5 | 2024 |