Assets by plan
Share of aggregate retirement assets
50%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SARAH A. MESS MD, LLC 401(K) PLAN | 401k | $3.4M | 21 | 2024 | |
| 002 | SARAH A. MESS, MD, LLC CASH BALANCE PLAN | CashBalance | $3.3M | 12 | 2025 |