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 | |
|---|---|---|---|---|---|---|
| 004 | DR. RICHARD M. OAKLEY, D.D.S., CHARTERED 401K PROFIT SHARING PLAN | 401k | $4.3M | 14 | 2025 | |
| 005 | DR. RICHARD M. OAKLEY, D.D.S., CHARTERED CASH BALANCE PLAN | CashBalance | $1.2M | 10 | 2024 |