Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK S. OBERNESSER, DDS CASH BALANCE PLAN | CashBalance | $3.9M | 5 | 2025 | |
| 001 | MARK S. OBERNESSER DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.6M | 6 | 2025 |