Assets by plan
Share of aggregate retirement assets
68%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARLOW AND BENFIELD ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $4.2M | 25 | 2025 | |
| 002 | BARLOW AND BENFIELD ORTHODONTICS, PLLC CASH BALANCE PLAN AND TRUST | CashBalance | $2.0M | 23 | 2025 |