Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPINE & JOINT SOLUTIONS, PLLC 401(K) PLAN | 401k | $1.6M | 11 | 2025 | |
| 002 | SPINE & JOINTS SOLUTIONS,PLLC CASH BALANCE PLAN | CashBalance | $994K | 6 | 2025 |