Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Profit-sharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WISE MIND PSYCHOLOGICAL PLLC | 401(k) | $106K | 28 | 2025 | |
| 002 | WISE MIND PSYCHOLOGICAL SERVICES, PLLC PROFIT SHARING PLAN | Profit-sharing | $47K | 12 | 2025 |