Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIEBERMAN & LIEBERMAN PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 3 | 2025 | |
| 001 | LIEBERMAN & LIEBERMAN PLLC INCENTIVE SAVINGS PLAN | 401k | $588K | 7 | 2025 |