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 | SAINT JOHNS ORTHODONTICS & ATLANTIC VETERINARY HOSPITAL 401(K) PLAN | 401k | $507K | 21 | 2024 | |
| 002 | ST. JOHNS ORTHODONTICS, P.A. CASH BALANCE PLAN | CashBalance | $493K | 4 | 2025 |