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 | CHESTNUT FAMILY DENTAL, LLC RETIREMENT PLAN | 401k | $4.7M | 15 | 2024 | |
| 002 | CHESTNUT FAMILY DENTAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 15 | 2024 |