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 | |
|---|---|---|---|---|---|---|
| 002 | JOSEPH M. MESS, DDS, MS, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.2M | 25 | 2025 | |
| 003 | JOSEPH M. MESS, DDS, MS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 23 | 2025 |