Assets by plan
Share of aggregate retirement assets
67%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LULA TSEGAY DDS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.5M | 5 | 2024 | |
| 002 | LULA TSEGAY DDS DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $718K | 6 | 2025 |