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 | |
|---|---|---|---|---|---|---|
| 001 | NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. 401(K) PLAN | 401k | $805K | 13 | 2025 | |
| 002 | NEW ENGLAND ORTHODONTIC SPECIALISTS, P.C. CASH BALANCE PLAN | CashBalance | $332K | 9 | 2025 |