Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHRYN BULLWINKEL DMD, MS, LLC
EIN 47-4885183Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
21
4035 W 5TH N ST SUITE A - SUMMERVILLE, SC 29483843-285-5315
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 21 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
KATHRYN BULLWINKEL DMD 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KATHRYN BULLWINKEL DMD RETIREMENT PLAN
CashBalance
Assets$2.0M
Participants6
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 | KATHRYN BULLWINKEL DMD 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 15 | 2024 | |
| 002 | KATHRYN BULLWINKEL DMD RETIREMENT PLAN | CashBalance | $2.0M | 6 | 2024 |
Retirement plans