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 | DR. GUY HISRICH SAFE HARBOR 401(K) PLAN | 401k | $5.5M | 7 | 2024 | |
| 002 | GUY B. HISRICH, DDS CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 7 | 2025 |