Assets by plan
Share of aggregate retirement assets
69%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KERRANE STORZ P. C. 401(K) | 401k | $7.9M | 30 | 2025 | |
| 003 | KERRANE STORZ, P.C. CASH BALANCE PLAN | CashBalance | $3.5M | 20 | 2024 |