Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BASHAR G. YALDO, MD, PC CASH BALANCE PLAN | CashBalance | $1.2M | 4 | 2024 | |
| 001 | BASHAR G. YALDO, MD, PC 401(K) RETIREMENT PLAN | 401k | $120K | 4 | 2025 |