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 | |
|---|---|---|---|---|---|---|
| 003 | COSMETIC & IMPLANT DENTISTRY OF NAPLES 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 20 | 2025 | |
| 004 | COSMETIC & IMPLANT DENTISTRY OF NAPLES, PA CASH BALANCE PLAN | CashBalance | $778K | 9 | 2024 |