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 | PHOENIX DERMATOLOGY LLC 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 8 | 2025 | |
| 003 | PHOENIX DERMATOLOGY, LLC CASH BALANCE RETIREMENT PLAN | CashBalance | $215K | 7 | 2024 |