Assets by plan
Share of aggregate retirement assets
64%top
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOUNTZ, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.3M | 131 | 2024 | |
| 003 | MOUNTZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $4.6M | 137 | 2024 |