Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KELLY OPHTHALMOLOGY, PC RETIREMENT PLAN | CashBalance | $2.7M | 6 | 2025 | |
| 001 | KELLY OPHTHALMOLOGY, PC PROFIT SHARING PLAN | ProfitSharing | $143K | 6 | 2025 |