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 | |
|---|---|---|---|---|---|---|
| 004 | L. K. ANDERSON, D. D. S. , P. A. CASH BALANCE PLAN | CashBalance | $2.0M | 10 | 2024 | |
| 003 | L.K. ANDERSON, D.D.S., P.A. PROFIT SHARING PLAN 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.9M | 11 | 2025 |