Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
MoneyPurchase
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES B MALLIN DDS PC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $3.6M | 4 | 2024 | |
| 002 | CHARLES B MALLIN DDS PC PENSION PLAN AND TRUST | MoneyPurchase | $2.7M | 4 | 2024 |