Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
MoneyPurchase
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN | MoneyPurchase | $755K | 5 | 2025 | |
| 002 | JOHN A. SAZY, MD, PA PROFIT SHARING PLAN | ProfitSharing | $687K | 2 | 2025 |