Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ADAM D. CLOCK, D.D.S., LLC CASH BALANCE PLAN | CashBalance | $1.6M | 5 | 2025 | |
| 001 | ADAM D. CLOCK, D.D.S., LLC 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 12 | 2024 |