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 | AESTHETIC DENTISTRY OF PALM CITY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 14 | 2025 | |
| 003 | AESTHETIC DENTISTRY OF PALM CITY, P.A. DEFINED BENEFIT PLAN | TraditionalDB | $288K | 9 | 2025 |