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 | FACIAL & ORAL SURGERY ASSOCIATES, P.A. PROFIT SHARING PLAN | 401k | $4.3M | 22 | 2025 | |
| 002 | FACIAL & ORAL SURGERY ASSOCIATES, P.A. CASH BALANCE PLAN | CashBalance | $1.5M | 13 | 2025 |