Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.0M
- PLAN & TRUST (#002)$347K
Filings through .
2 plans aggregated / $1.4M assets / 18 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LV ENDODONTICS RETIREMENT PLAN & TRUST | 401(k) | $1.0M | 11 | 2025 |
| #002 | LV ENDODONTICS CASH BALANCE PLAN & TRUST | Cash balance | $347K | 7 | 2025 |