Assets by plan
Share of aggregate retirement assets
89%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUE SKY ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $2.1M | 15 | 2025 | |
| 002 | BLUE SKY ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $267K | 11 | 2024 |