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  2. BRAD T. FULKERSON, DMD, MSD, LLC
Sponsor portfolio

BRAD T. FULKERSON, DMD, MSD, LLC

EIN 20-2499499-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
30
700-A BARRETT BLVD. - HENDERSON, KY 42420270-827-5522
Plans on this EIN
2 filings
#001401k-$6.3M - 18 part#002CashBalance-$1.6M - 12 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CHILDREN'S DENTISTRY 401(K) (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHILDREN'S DENTISTRY 401(K) (#001)18
  • CASH BALANCE PLAN (#002)12
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HENDERSON CHILDREN'S DENTISTRY 401(K) PLAN

401k

Assets$6.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HENDERSON CHILDREN'S DENTISTRY 401(K) PLAN401k$6.3M182025
002BRAD T. FULKERSON, DMD, MSD, LLC CASH BALANCE PLANCashBalance$1.6M122024
Retirement plans
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