Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED ORTHODONTIC SPECIALISTS 401(K) PLAN | 401k | $1.9M | 29 | 2025 | |
| 002 | ADVANCED ORTHODONTIC SPECIALISTS DEFINED BENEFIT PLAN | TraditionalDB | $500K | 20 | 2024 |