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 | MCCARTHA ORTHODONTICS 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 16 | 2025 | |
| 002 | DOUGLAS MCCARTHA, DMD CASH BALANCE PLAN | CashBalance | $478K | 14 | 2024 |