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 | IOWA ENDODONTICS, PC 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 6 | 2025 | |
| 002 | IOWA ENDODONTICS, PC CASH BALANCE PLAN | CashBalance | $937K | 4 | 2025 |