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 | J. JEROME SMITH, D. D. S. PROFIT SHARING PLAN | 401k | $6.4M | 29 | 2024 | |
| 002 | J. JEROME SMITH, D. D. S. CASH BALANCE PLAN | CashBalance | $5.0M | 30 | 2025 |