Assets by plan
Share of aggregate retirement assets
Filings through .
Kathryn Bullwinkel DMD, Ms, LLC
EIN 47-4885183Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Health & Benefits
0
Participants
27
125 WAPPOO CREEK DRIVE - CHARLESTON, SC 29412843-285-5315
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 27 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
KATHRYN BULLWINKEL DMD RETIREMENT PLAN
Cash balance
Assets$783K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KATHRYN BULLWINKEL DMD 401(K) PROFIT SHARING PLAN
401(k)
Assets$630K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KATHRYN BULLWINKEL DMD RETIREMENT PLAN | Cash balance | $783K | 8 | 2025 |
| #001 | KATHRYN BULLWINKEL DMD 401(K) PROFIT SHARING PLAN | 401(k) | $630K | 19 | 2025 |
- #002 · Cash balance · 20258
- #001 · 401(k) · 202519
Retirement plans