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 | ASPIRE ORTHODONTICS, PLLC CASH BALANCE PLAN | CashBalance | $338K | 4 | 2024 | |
| 001 | ASPIRE ORTHODONTICS, PLLC PROFIT SHARING PLAN | ProfitSharing | $318K | 6 | 2024 |