Assets by plan
Share of aggregate retirement assets
87%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCCLARAN ORTHODONTICS PLLC RETIREMENT PLAN & TRUST | 401k | $546K | 9 | 2024 | |
| 002 | MCCLARAN ORTHODONTICS CASH BALANCE PLAN & TRUST | CashBalance | $79K | 3 | 2024 |