Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERNANDEZ, MEDINA & BAGGETT, PLLC CASH BALANCE PLAN | CashBalance | $561K | 11 | 2025 | |
| 001 | HERNANDEZ, MEDINA & BAGGETT, PLLC 401K PROFIT SHARING PLAN | 401k | $293K | 11 | 2025 |