Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LARRY PICARD DDS, INC. CASH BALANCE PENSION PLAN | TraditionalDB | $2.6M | 14 | 2024 | |
| 001 | LARRY PICARD, D.D.S. PROFIT SHARING PLAN | ProfitSharing | $1.5M | 17 | 2024 |