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 | PERIODONTICS & IMPLANT CENTER OF MCKINNEY, PLLC 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 17 | 2025 | |
| 002 | PERIODONTICS & IMPLANT CENTER OF MCKINNEY, PLLC CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $945K | 15 | 2025 |