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 | DRAKE AND PRESTI ENT SURGICAL ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 7 | 2024 | |
| 002 | DR. PAUL PRESTI & STAFF CASH BALANCE PLAN | CashBalance | $878K | 6 | 2024 |