Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KATHLEEN L CLEMANS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $973K | 14 | 2025 | |
| 002 | KATHLEEN CLEMANS, DDS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $963K | 11 | 2025 |