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 | CARNEY BADLEY SPELLMAN, P.S. PROFIT SHARING PLAN | 401k | $56.2M | 115 | 2025 | |
| 002 | CARNEY BADLEY SPELLMAN, PS CASH BALANCE PLAN | CashBalance | $723K | 78 | 2024 |