Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREVENTIVE MEDICINE ASSOCIATES, PLLC, 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 41 | 2025 | |
| 002 | PREVENTIVE MEDICINE ASSOCIATES, PLLC CASH BALANCE PENSION PLAN | CashBalance | $741K | 14 | 2024 | |
| 003 | PREVENTIVE MEDICINE ASSOCIATES, PLLC, RETIREMENT PLAN | 401k | $129K | 39 | 2024 |