Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERENITY SMILE DESIGNS, LLC 401(K) PLAN | 401k | $2.0M | 17 | 2025 | |
| 002 | SERENITY SMILE DESIGNS, LLC PROFIT SHARING PLAN | ProfitSharing | $678K | 12 | 2025 | |
| 003 | SERENITY SMILE DESIGNS, LLC PENSION PLAN | CashBalance | $489K | 7 | 2024 |