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 | ALLEN ENDODONTICS RETIREMENT PLAN | 401k | $1.7M | 9 | 2025 | |
| 002 | ALLEN ENDODONTICS CASH BALANCE PLAN | CashBalance | $279K | 6 | 2025 |