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 | VERMONT ENDODONTICS, P.L.L.C. PROFIT SHARING PLAN | 401k | $5.7M | 7 | 2025 | |
| 003 | VERMONT ENDODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $817K | 3 | 2025 |