Assets by plan
Share of aggregate retirement assets
56%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | CashBalance | $1.1M | 9 | 2024 | |
| 001 | SCOTT J SHUMWAY DDS PLLC 401(K) PLAN | 401k | $837K | 15 | 2024 |