Assets by plan
Share of aggregate retirement assets
59%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REY POLANCO AGENCY LLC 401(K) PLAN | 401k | $858K | 15 | 2025 | |
| 002 | REY POLANCO AGENCY LLC CASH BALANCE PLAN | CashBalance | $608K | 10 | 2025 |