Assets by plan
Share of aggregate retirement assets
51%top
Share of aggregate retirement assets
Active + retired + deferred vested
MoneyPurchase
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CINDY KIRBY DDS PENSION PLAN AND TRUST | MoneyPurchase | $1.7M | 9 | 2024 | |
| 001 | CINDY KIRBY DDS PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.6M | 3 | 2024 |