Assets by plan
Share of aggregate retirement assets
81%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHERN SMILES ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $2.2M | 20 | 2025 | |
| 002 | NORTHERN SMILES ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $514K | 12 | 2024 |