Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$19.7M
Filings through .
2 plans aggregated / $105.7M assets / 226 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FRANK M. BOOTH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $86.0M | 94 | 2025 |
| #001 | FRANK M. BOOTH, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $19.7M | 132 | 2025 |