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 | UNIVERSITY PARK ENDODONTICS, P.A. PROFIT SHARING PLAN | 401k | $2.7M | 10 | 2025 | |
| 002 | UNIVERSITY PARK ENDODONTICS, P.A. CASH BALANCE PLAN & TRUST | CashBalance | $104K | 7 | 2024 |