Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEW LIFE SURGICAL ASSOCIATES, PLLC CASH BALANCE PLAN | CashBalance | $1.8M | 3 | 2025 | |
| 002 | NEW LIFE SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | 401k | $346K | 3 | 2025 |