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 | ROBERT TOLEDO, D.O., LTD. CASH BALANCE PLAN | CashBalance | $2.9M | 14 | 2025 | |
| 001 | ROBERT TOLEDO, DO, LTD 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 12 | 2025 |