Assets by plan
Share of aggregate retirement assets
83%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESLEY D. POWELL, DDS, PC 401K PLAN | 401k | $2.0M | 10 | 2025 | |
| 002 | WESLEY D. POWELL, D.D.S., P.C. CASH BALANCE PLAN & TRUST | CashBalance | $395K | 4 | 2024 |