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 | THE SHOULDER CLINIC OF IDAHO, PLLC 401(K) RETIREMENT PLAN | 401k | $4.6M | 15 | 2025 | |
| 002 | THE SHOULDER CLINIC OF IDAHO, PLLC CASH BALANCE PLAN | CashBalance | $489K | 10 | 2025 |