Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERIODONTAL VISIONS, INC. PROFIT SHARING PLAN | ProfitSharing | $1.6M | 11 | 2024 | |
| 002 | PERIODONTAL VISIONS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $606K | 6 | 2025 |