Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN | 401k | $1.7M | 28 | 2025 | |
| 002 | N.E. ORAL & MAX. SURGERY CTR., P.A. PROFIT SHARING PLAN AND TRUST | 401k | $1.5M | 32 | 2024 | |
| 003 | N.E. ORAL & MAX. SURGERY CTR., P.A. CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 16 | 2025 |