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 | |
|---|---|---|---|---|---|---|
| 001 | ELLIOTT ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 15 | 2025 | |
| 002 | ELLIOTT ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $563K | 10 | 2025 |