Assets by plan
Share of aggregate retirement assets
77%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
OtherDC
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANK KARKAZIS, D.D.S. DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $2.3M | 5 | 2024 | |
| 002 | FRANK KARKAZIS, D.D.S. 401(K) PLAN AND TRUST | OtherDC | $699K | 2 | 2024 |