Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Cash balance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTATE PODIATRY GROUP, P.A. SAFE HARBOR 401(K) PLAN | 401(k) | $1.8M | 22 | 2025 | |
| 002 | UPSTATE PODIATRY GROUP, P.A. CASH BALANCE PLAN | Cash balance | $865K | 13 | 2025 |