Assets by plan
Share of aggregate retirement assets
62%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMILES ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $2.0M | 13 | 2025 | |
| 002 | SMILES ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN | CashBalance | $1.2M | 11 | 2025 |