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 | JEFF KNUDSON DDS PS CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 10 | 2024 | |
| 003 | JEFF KNUDSON DDS PS PROFIT SHARING PLAN | ProfitSharing | $133K | 10 | 2024 |