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 | SPRINGFIELD ORTHODONTICS, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 27 | 2025 | |
| 003 | SPRINGFIELD ORTHODONTICS PENSION PLAN | CashBalance | $1.9M | 25 | 2025 |