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 | CRESTVIEW FAMILY DENTAL 401(K) PROFIT SHARING PLAN | 401k | $964K | 21 | 2025 | |
| 002 | CRESTVIEW FAMILY DENTAL CASH BALANCE PLAN | CashBalance | $525K | 5 | 2025 |