Assets by plan
Share of aggregate retirement assets
59%top
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
MoneyPurchase
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH B. FELDER MD PC SMITH BARNEY PROTOTYPE PS PLAN | ProfitSharing | $2.4M | 5 | 2025 | |
| 001 | JOSEPH B. FELDER MD PC SMITH BARNEY PROTOTYPE MP PLAN | MoneyPurchase | $1.7M | 5 | 2025 |