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 | NOLAN & GUEST ORTHODONTICS PC EMPLOYEE PROFIT SHARING PLAN | 401k | $2.5M | 19 | 2025 | |
| 003 | NOLAN & GUEST ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $697K | 18 | 2025 |