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 | KENNETH M COX DDS RETIREMENT PLAN | CashBalance | $1.0M | 10 | 2024 | |
| 001 | KENNETH M COX DDS PROFIT SHARING PLAN | ProfitSharing | $116K | 14 | 2024 |