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 | SOUTH BURLINGTON ENDODONTICS PLLC 401(K) PLAN | 401k | $322K | 2 | 2025 | |
| 002 | SOUTH BURLINGTON ENDODONTICS PLLC CASH BALANCE PLAN | CashBalance | $276K | 2 | 2025 |