Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GOLDBERG IMPLANTS & PERIODONTICS LLC 401(K) PLAN | 401k | $4.3M | 8 | 2024 | |
| 002 | DAVID A. GOLDBERG, DMD CASH BALANCE PLAN | CashBalance | $906K | 10 | 2024 |