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 | ELEGANTLY DENTAL, PLLC 401(K) | 401k | $1.0M | 12 | 2025 | |
| 002 | ELEGANTLY DENTAL, PLLC CASH BALANCE PLAN | CashBalance | $852K | 10 | 2024 |