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 | BART DEGREGORIO MD LLC DEFINED BENEFIT PLAN | CashBalance | $13.3M | 105 | 2024 | |
| 001 | BART DEGREGORIO MD LLC 401(K) PROFIT SHARING PLAN | 401k | $11.6M | 166 | 2024 |