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 | |
|---|---|---|---|---|---|---|
| 003 | SOUTH COAST ORTHOPAEDIC ASSOC. , P. C. 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 44 | 2024 | |
| 004 | SOUTH COAST ORTHOPAEDIC ASSOC. , P.C. CASH BALANCE PLAN | CashBalance | $683K | 14 | 2024 |