Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEHNES ORTHODONTICS PA EMPLOYEES' PROFIT SHARING PLAN | ProfitSharing | $1.9M | 10 | 2025 | |
| 003 | LEHNES ORTHODONTICS, PA CASH BALANCE PLAN | CashBalance | $1.1M | 9 | 2025 |