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 | JK INTERNAL MEDICINE 401K PLAN | 401k | $4.2M | 93 | 2025 | |
| 002 | JK INTERNAL MEDICINE & GERIATRICS, PC CASH BALANCE PLAN | CashBalance | $864K | 19 | 2024 |