Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEREMY S. FINE, MD CASH BALANCE PLAN | CashBalance | $2.5M | 3 | 2025 | |
| 001 | JEREMY FINE, MD, INC. PROFIT SHARING PLAN | ProfitSharing | $1.8M | 3 | 2025 |