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 | DENNIS TRAN, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $6.0M | 8 | 2025 | |
| 002 | DENNIS TRAN, M.D., P.A. CASH BALANCE PLAN | CashBalance | $881K | 10 | 2024 |