Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Cash balance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRACES & SMILES, P.C. 401(K) PLAN | 401(k) | $2.0M | 14 | 2025 | |
| 002 | BRACES & SMILES, P.C. CASH BALANCE PLAN | Cash balance | $176K | 10 | 2025 |