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 | ROYAL ORTHODONTICS, PC 401(K) COMPASS RETIREMENT PLAN | 401k | $942K | 9 | 2024 | |
| 002 | ROYAL ORTHODONTICS, PC CASH BALANCE PLAN | CashBalance | $234K | 5 | 2024 |