Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAR AND SMITH DENTAL, P.C. CASH BALANCE PLAN | CashBalance | $208K | 14 | 2024 | |
| 001 | BAR AND SMITH DENTAL, P.C. 401(K) PLAN | 401k | $95K | 7 | 2025 |