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 | SHORELINE ORTHOPAEDIC & SPORTS MEDICINE CLINIC, PL C PROFIT SHARING PLAN TRUST | 401k | $22.4M | 77 | 2024 | |
| 004 | SHORELINE ORTHOPAEDIC & SPORTS MEDICINE CLINIC, PLC PENSION PLAN | CashBalance | $1.8M | 61 | 2025 |