Assets by plan
Share of aggregate retirement assets
87%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID S. BENSON, DMD, PA 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 9 | 2025 | |
| 002 | DAVID S. BENSON, DMD, P.A. CASH BALANCE PLAN & TRUST | CashBalance | $267K | 8 | 2025 |