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 | THE NELSON DENTAL PRACTICE, PC PROFIT SHARING PLAN | 401k | $7.5M | 9 | 2025 | |
| 002 | THE NELSON DENTAL PRACTICE, PC CASH BALANCE PLAN | CashBalance | $860K | 8 | 2025 |