Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DONALD A. WENNERSTEN, D. D. S. 401(K) PLAN | 401k | $1.1M | 15 | 2025 | |
| 002 | DONALD A. WENNERSTEN, D.D.S. CASH BALANCE PLAN | CashBalance | $849K | 10 | 2024 |