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 | J. LOTHYAN, D.D.S., P.L.L.C. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 28 | 2025 | |
| 002 | J. LOTHYAN, D.D.S., P.L.L.C. CASH BALANCE PLAN | CashBalance | $1.1M | 15 | 2025 |