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 | AMS PRACTICE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $621K | 25 | 2024 | |
| 002 | AMS PRACTICE MANAGEMENT LLC CASH BALANCE PENSION PLAN | CashBalance | $420K | 19 | 2024 |