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  2. JONATHAN L. BULLARD DMD PC
Sponsor portfolio

JONATHAN L. BULLARD DMD PC

EIN 45-3171377-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
33
3702 WASHINGTON ROAD - AUGUSTA, GA 30907706-863-5337
Plans on this EIN
2 filings
#001401k-$1.1M - 17 part#002CashBalance-$581K - 16 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • DMD PC 401(K) (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD PC 401(K) (#001)17
  • CASH BALANCE PLAN (#002)16
Total 33Click 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

JONATHAN L. BULLARD DMD PC 401(K) PLAN

401k

Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONATHAN L. BULLARD DMD PC CASH BALANCE PLAN

CashBalance

Assets$581K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JONATHAN L. BULLARD DMD PC 401(K) PLAN401k$1.1M172024
002JONATHAN L. BULLARD DMD PC CASH BALANCE PLANCashBalance$581K162024
Retirement plans
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