Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHER TREMONTE 401K PLAN | 401k | $9.9M | 59 | 2025 | |
| 002 | SHER TREMONTE LLP DEFINED BENEFIT PLAN | TraditionalDB | $4.5M | 50 | 2025 |