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 | STEPHEN L. GODWIN,DMD,DMSC,LLC SAFE HARBOR PLAN | 401k | $4.4M | 10 | 2025 | |
| 002 | STEPHEN L. GODWIN, DMD, DMSC, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 9 | 2025 |