Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GERSTENFELD & GERSTENFELD, MD, PC PROFIT SHARING PLAN | 401k | $6.7M | 38 | 2025 | |
| 002 | GERSTENFELD & GERSTENFELD, MD, PC CASH BALANCE PLAN | CashBalance | $3.6M | 32 | 2024 |