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 | JUDITH K SCHMIDT, DDS CASH BALANCE PLAN | CashBalance | $963K | 7 | 2024 | |
| 001 | JUDITH K SCHMIDT, DDS PC RETIREMENT PLAN | 401k | $798K | 10 | 2024 |