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 | |
|---|---|---|---|---|---|---|
| 002 | JAY RUBIN, DMD PROFIT SHARING PLAN | 401k | $6.4M | 13 | 2025 | |
| 003 | JAY RUBIN, DMD RETIREMENT TRUST | CashBalance | $1.5M | 13 | 2025 |