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 | |
|---|---|---|---|---|---|---|
| 001 | DR. TREY'S CHILDREN'S DENTISTRY, P.C. 401(K) PLAN | 401k | $2.9M | 11 | 2025 | |
| 002 | DR. TREY'S CHILDREN'S DENTISTRY, PC CASH BALANCE PLAN | CashBalance | $241K | 10 | 2025 |