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 | ST. JAMES DENTAL CARE PLLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 12 | 2024 | |
| 005 | ST. JAMES DENTAL CARE, P.L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $226K | 6 | 2024 |