Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAGIS DENTAL, PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 5 | 2025 | |
| 001 | MAGIS DENTAL, PLLC PROFIT SHARING PLAN | ProfitSharing | $101K | 4 | 2024 |