Assets by plan
Share of aggregate retirement assets
82%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SULLIVAN FAMILY DENTAL 401(K) PSP & TRUST | 401k | $1.2M | 14 | 2025 | |
| 002 | SULLIVAN FAMILY DENTAL CASH BALANCE PLAN | CashBalance | $276K | 10 | 2025 |