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 | |
|---|---|---|---|---|---|---|
| 002 | ASSOCIATES IN ORTHODONTICS, PC EMPLOYEES' PROFIT SHARING PLAN | 401k | $10.0M | 26 | 2025 | |
| 003 | ASSOCIATES IN ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $3.7M | 23 | 2024 |