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 | VISHTASB BROUMAND DMD MD LLC CASH BALANCE PLAN | CashBalance | $1.0M | 3 | 2024 | |
| 001 | VISHTASB BROUMAND DMD MD LLC PROFIT SHARING PLAN | ProfitSharing | $517K | 9 | 2024 |