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 | JAY L. GRUHLKEY, M.D., P.A. PROFIT SHARING PLAN | 401k | $1.5M | 15 | 2025 | |
| 003 | JAY L. GRUHLKEY, M.D., P.A. CASH BALANCE PLAN | CashBalance | $447K | 11 | 2025 |