Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALEXANDER GERSHMAN, M.D., A PC CASH BALANCE PLAN | CashBalance | $591K | 4 | 2025 | |
| 003 | ALEXANDER GERSHMAN, M.D., A PC PROFIT SHARING PLAN | ProfitSharing | $96K | 4 | 2025 |