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 | ALAVI & ANAIPAKOS 401(K) RETIREMENT PLAN | 401k | $1.3M | 20 | 2024 | |
| 002 | ALAVI & ANAIPAKOS PLLC CASH BALANCE PLAN | CashBalance | $956K | 6 | 2024 |