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 | BRYAN J. PHILLIPS, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $4.5M | 10 | 2024 | |
| 001 | BRYAN J. PHILLIPS, M.D., S.C. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.1M | 17 | 2024 |