Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROGRESSIVE PERIODONTICS 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 5 | 2024 | |
| 003 | PROGRESSIVE PERIODONTICS CASH BALANCE PLAN | CashBalance | $540K | 1 | 2024 |