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 | ROBERT R. COOPE D.D.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.9M | 12 | 2024 | |
| 002 | ROBERT R. COOPE D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $519K | 11 | 2024 |