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 | CYPRESS BEND ORAL SURGERY 401(K) PLAN | 401k | $734K | 8 | 2025 | |
| 002 | CYPRESS BEND ORAL & MAXILLOFACIAL SURGERY, LLC CASH BALANCE PENSION PLAN | CashBalance | $350K | 6 | 2025 |