Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CANAL VISTA FAMILY DENTAL, LLC 401(K) PLAN | 401k | $274K | 7 | 2025 | |
| 003 | CANAL VISTA FAMILY DENTAL LLC CASH BALANCE PLAN | CashBalance | $133K | 4 | 2025 | |
| 002 | CANAL VISTA FAMILY DENTAL LLC PROFIT SHARING PLAN | ProfitSharing | $13K | 5 | 2025 |