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 | |
|---|---|---|---|---|---|---|
| 003 | CENTRASOTA ORAL SURGEONS, P.A. PROFIT SHARING PLAN | 401k | $20.6M | 90 | 2025 | |
| 005 | CENTRASOTA ORAL & MAXILLOFACIAL SURGEONS, P.A. CASH BALANCE PLAN | CashBalance | $2.4M | 69 | 2025 |