Assets by plan
Share of aggregate retirement assets
80%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH TEXAS ENDODONTICS RETIREMENT PLAN & TRUST | 401k | $1.6M | 12 | 2025 | |
| 002 | SOUTH TEXAS ENDODONTICS CASH BALANCE PLAN | CashBalance | $416K | 9 | 2025 |