Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EPIC DENTISTRY FOR KIDS RETIREMENT PLAN | CashBalance | $1.0M | 6 | 2025 | |
| 002 | EPIC DENTISTRY FOR KIDS PROFIT SHARING PLAN | ProfitSharing | $70K | 7 | 2025 |