Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MILES TREASTER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 96 | 2024 | |
| 002 | MILES TREASTER & ASSOCIATES PROFIT SHARING 401K PLAN | 401k | $3.0M | 56 | 2025 |