Assets by plan
Share of aggregate retirement assets
76%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST | 401k | $4.4M | 11 | 2025 | |
| 002 | SOUTHEAST ENDODONTICS, P.C. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 9 | 2024 |