Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID GORDON DPM, PC CASH BALANCE PLAN | CashBalance | $1.7M | 7 | 2024 | |
| 002 | DAVID GORDON DPM, PC PROFIT SHARING PLAN | ProfitSharing | $308K | 6 | 2024 |