Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
Cash balance
Profit-sharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DGN FAMILY MEDICINE PLLC DEFINED BENEFIT PLAN | Cash balance | $1.3M | 5 | 2025 | |
| 002 | DGN FAMILY MEDICINE PLLC 401(K) PROFIT SHARING PLAN | Profit-sharing | $7K | 3 | 2025 |