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 | JEREMIAH N. O'DWYER, DDS, LLC EMPLOYEES RETIREMENT PLAN | 401k | $3.7M | 8 | 2025 | |
| 003 | JEREMIAH N. O'DWYER DDS, LLC CASH BALANCE PLAN | CashBalance | $679K | 3 | 2025 |