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 | |
|---|---|---|---|---|---|---|
| 001 | BOCA JAW SURGERY, P.A. CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $3.4M | 4 | 2024 | |
| 002 | BOCA JAW SURGERY, P.A. 401(K) PROFIT SHARING PLAN | 401k | $692K | 5 | 2024 |