Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLEARLAKE KIDS PSYCHIATRY PLLC CASH BALANCE PLAN | CashBalance | $687K | 4 | 2025 | |
| 001 | CLEAR LAKE KIDS PSYCHIATRY 401(K) PLAN | 401k | $89K | 3 | 2024 |