Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASEOH, INC. CASH BALANCE PLAN | CashBalance | $326K | 3 | 2025 | |
| 001 | CASEOH, INC. 401(K) PLAN | ProfitSharing | $253K | 3 | 2025 |