Assets by plan
Share of aggregate retirement assets
53%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRIAN T BOYD CPA PC CASH BALANCE PLAN | CashBalance | $290K | 9 | 2024 | |
| 001 | BRIAN T. BOYD CPA PC 401(K) PLAN | 401k | $253K | 12 | 2025 |