Assets by plan
Share of aggregate retirement assets
86%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRENDAN M. COONEY, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.9M | 19 | 2025 | |
| 002 | COONEY & TYNER ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $763K | 14 | 2024 |