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 | INFECTIOUS DISEASE & TRAVEL MEDICINE SPECIALISTS, P.A. DEFINED BENEFIT PENSION PLAN | CashBalance | $4.5M | 3 | 2025 | |
| 001 | RAJENDRA G. PANDYA PROFIT SHARING PLAN | ProfitSharing | $3.3M | 4 | 2024 |