Assets by plan
Share of aggregate retirement assets
79%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SCOTT INNES, MD, PC CASH BALANCE PLAN | CashBalance | $1.7M | 4 | 2025 | |
| 001 | SCOTT INNES, MD 401(K) PLAN | 401k | $444K | 6 | 2024 |