Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $32.3M assets / 44 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 |
|---|---|---|---|---|---|
| #004 | DORSETT & JACKSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $23.2M | 24 | 2025 |
| #003 | DORSETT & JACKSON, INC. 401K PLAN | 401(k) | $9.1M | 20 | 2025 |