Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CORY A. BAIRD, P.A. CASH BALANCE PLAN | CashBalance | $268K | 2 | 2024 | |
| 001 | CORY A. BAIRD, P.A. RETIREMENT PLAN | ProfitSharing | $3K | 2 | 2024 |