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 | SCHWEITZER FAMILY DENTAL, LTD. 401(K)/PROFIT SHARING PLAN | 401k | $4.8M | 13 | 2025 | |
| 002 | SCHWEITZER FAMILY DENTAL, LTD. CASH BALANCE PLAN | CashBalance | $1.1M | 11 | 2025 |