Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHEFFER LAW 401K PROFIT SHARING PLAN | ProfitSharing | $1.2M | 5 | 2024 | |
| 002 | PHEFFER LAW CASH BALANCE PLAN | CashBalance | $685K | 3 | 2024 |