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 | WISEMAN ENDODONTICS 401(K) PLAN | 401k | $986K | 7 | 2025 | |
| 002 | WISEMAN ENDODONTICS CASH BALANCE PLAN | CashBalance | $274K | 7 | 2024 |