Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANKUR & PINKE PATEL CASH BALANCE PENSION PLAN | CashBalance | $609K | 24 | 2024 | |
| 001 | ANKUR & PINKE PATEL RETIREMENT PLAN | ProfitSharing | $46K | 24 | 2024 |