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 | SUN CITY GASTROENTEROLOGY & HEPATOLOGY, PLLC CASH BALANCE PLAN | CashBalance | $633K | 5 | 2024 | |
| 001 | SUN CITY GASTROENTEROLOGY & HEPATOLOGY 401(K) PLAN | 401k | $586K | 7 | 2025 |