Assets by plan
Share of aggregate retirement assets
62%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DOYLE FIRM, PC 401(K) PLAN | 401k | $1.2M | 23 | 2025 | |
| 002 | THE DOYLE FIRM P.C. CASH BALANCE PLAN | CashBalance | $755K | 7 | 2025 |