Assets by plan
Share of aggregate retirement assets
68%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TROY D. BARTELS, D.D.S., P.A. RETIREMENT PLAN & TRUST | 401k | $4.6M | 11 | 2024 | |
| 002 | TROY D. BARTELS, D.D.S., P.A. DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.2M | 9 | 2024 |