Assets by plan
Share of aggregate retirement assets
84%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHIPPS DENTAL PRACTICE, P.C. RETIREMENT PLAN & TRUST | 401k | $2.0M | 9 | 2024 | |
| 002 | PHIPPS DENTAL PRACTICE DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $391K | 8 | 2024 |