Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RUSSELL D. MITCHELL & ASSOCIATES, INC. 401K PLAN | 401k | $11.6M | 14 | 2025 | |
| 002 | RUSSELL D. MITCHELL & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $373K | 5 | 2025 |