Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RICHARD N SIROTT ACCOUNTANCY CORPORATION PROFIT SHARING PLAN | ProfitSharing | $1.9M | 2 | 2025 | |
| 001 | RICHARD N SIROTT ACCOUNTANCY CORPORATION MONEY PURCHASE PENSION PLAN | ProfitSharing | $1.5M | 2 | 2025 |