Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACKERLY MCBRIDE GROUP PLLC CASH BALANCE PLAN | CashBalance | $748K | 4 | 2025 | |
| 001 | ACKERLY MCBRIDE GROUP PLLC - 401(K) | 401k | $222K | 18 | 2025 | |
| 003 | ACKERLY MCBRIDE GROUP PROFIT SHARING PLAN | ProfitSharing | $23K | 7 | 2025 |