Assets by plan
Share of aggregate retirement assets
70%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STACEY FOLK MD PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.8M | 11 | 2025 | |
| 002 | STACEY FOLK CASH BALANCE PLAN | CashBalance | $2.0M | 13 | 2025 |