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 | QUINTANA LAW, P.A. 401K PROFIT SHARING PLAN | 401k | $579K | 4 | 2025 | |
| 002 | QUINTANA LAW P.A. CASH BALANCE PLAN | CashBalance | $167K | 2 | 2025 |