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 | PROACTIVE HEART & VASCULAR, PLLC RETIREMENT PLAN | 401k | $2.1M | 27 | 2025 | |
| 002 | PROACTIVE HEART & VASCULAR, PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 20 | 2025 |