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 | NAGEL ENDODONTICS, P.C. PLAN | 401k | $7.4M | 30 | 2025 | |
| 003 | NAGEL ENDODONTICS, P.C. CASH BALANCE PLAN | CashBalance | $1.6M | 22 | 2025 |