Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KASEY LEE ALFORD PHARMD, INC., DBA ALFORD'S PHARMACY & DRIVE-THRU RETIREMENT PLAN | CashBalance | $3.8M | 11 | 2025 | |
| 001 | KASEY LEE ALFORD PHARMD, INC., DBA ALFORD'S PHARMACY & DRIVE-THRU PROFIT SHARING PLAN | ProfitSharing | $335K | 20 | 2025 | |
| 003 | KASEY LEE ALFORD PHARMD, INC., DBA ALFORD'S PHARMACY & DRIVE-THRU EMPLOYEE 401(K) PLAN | 401k | $318K | 51 | 2025 |