Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES HULWI
EIN 46-2870630Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
1591 TULLAMORE ST. - MANKATO, MN 56001507-779-7139
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHODONTIC SPECIALISTS OF SOUTHERN MINNESOTA 401(K) PLAN
401k
Assets$880K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORTHODONTIC SPECIALISTS OF SOUTHERN MINNESOTA CASH BALANCE PLAN
CashBalance
Assets$425K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHODONTIC SPECIALISTS OF SOUTHERN MINNESOTA 401(K) PLAN | 401k | $880K | 8 | 2025 | |
| 002 | ORTHODONTIC SPECIALISTS OF SOUTHERN MINNESOTA CASH BALANCE PLAN | CashBalance | $425K | 7 | 2024 |
Retirement plans