Assets by plan
Share of aggregate retirement assets
87%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HANK WILLIS, DDS, PLLC 401(K) PLAN | 401k | $2.4M | 11 | 2025 | |
| 002 | HANK WILLIS, DDS, PLLC CASH BALANCE PLAN | CashBalance | $356K | 8 | 2025 |