Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AVALON DENTAL, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 13 | 2025 | |
| 001 | AVALON DENTAL, LLC PROFIT SHARING PLAN | ProfitSharing | $777K | 11 | 2025 |