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 | |
|---|---|---|---|---|---|---|
| 001 | LOREN GROSSMAN, D.M.D. PROFIT SHARING PLAN | 401k | $5.6M | 22 | 2024 | |
| 002 | LOREN J. GROSSMAN CASH BALANCE PLAN | CashBalance | $1.6M | 17 | 2024 |