Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLE DENTIST PLLC 401(K) PROFIT SHARING PLAN | 401k | $826K | 12 | 2024 | |
| 002 | SIMPLE DENTIST PLLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $789K | 5 | 2024 |