Assets by plan
Share of aggregate retirement assets
52%top
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Cash balance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BURGAN & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $856K | 3 | 2025 | |
| 002 | BURGAN AND ASSOCIATES, P.C. CASH BALANCE PENSION PLAN | Cash balance | $787K | 3 | 2025 |