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 | TURNER-BURTON, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.1M | 15 | 2025 | |
| 002 | TURNER-BURTON, D.D.S., P.A. CASH BALANCE PENSION PLAN | CashBalance | $277K | 12 | 2025 |