Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCCHESNEY AND DALE, P.C. 401(K) PLAN | 401k | $218K | 3 | 2025 | |
| 001 | MCCHESNEY & DALE, P.C. PROFIT SHARING PLAN | ProfitSharing | $91K | 2 | 2024 |