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 | FRED J. KIM DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $968K | 12 | 2024 | |
| 001 | PACIFIC BENEFIT 401(K) & PROFIT SHARING PLAN | 401k | $698K | 14 | 2024 |