Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CYNTHIA ALLEN, DDS 401(K) PLAN | 401k | $3.0M | 5 | 2025 | |
| 002 | CYNTHIA MORGAN ALLEN, D.D.S., CASH BALANCE PLAN | CashBalance | $625K | 9 | 2025 | |
| 003 | CYNTHIA MORGAN ALLEN, D.D.S., PROFIT SHARING PLAN | ProfitSharing | $87K | 11 | 2025 |