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 | HUB CITY ORTHODONTICS, P.A. 401(K) PLAN | 401k | $4.1M | 11 | 2025 | |
| 002 | HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN | CashBalance | $2.1M | 9 | 2025 |