Assets by plan
Share of aggregate retirement assets
62%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BREN DIXON DMD LLC 401(K) PLAN | 401k | $1.5M | 14 | 2024 | |
| 002 | BREN DIXON DMD LLC CASH BALANCE PLAN | CashBalance | $874K | 7 | 2024 |