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 | BRINLEY ORTHODONTICS RETIREMENT TRUST | 401k | $2.6M | 33 | 2025 | |
| 002 | BRINLEY ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $708K | 29 | 2025 |