Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUZATO MEDICAL GROUP, P.C. CASH BALANCE PLAN | CashBalance | $1.7M | 5 | 2025 | |
| 001 | LUZATO MEDICAL GROUP P.C. PROFIT SHARING PLAN | 401k | $969K | 5 | 2025 |