Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY SPORTS MEDICINE CENTER 401(K) PROFIT SHARING PLAN | 401k | $864K | 21 | 2024 | |
| 002 | MONTGOMERY SPORTS MEDICINE CASH BALANCE PLAN | CashBalance | $836K | 20 | 2025 |