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 | M. KO AND A. KO, PLLC 401(K) AND PROFIT SHARING PLAN | 401k | $342K | 7 | 2025 | |
| 002 | M KO AND A KO PLLC CASH BALANCE PLAN | CashBalance | $260K | 5 | 2025 |