Assets by plan
Share of aggregate retirement assets
79%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IM ORTHODONTICS, LLC CASH BALANCE PLAN | CashBalance | $741K | 3 | 2025 | |
| 002 | IM ORTHODONTICS, LLC 401K PLAN | 401k | $199K | 4 | 2025 |