Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
KATRINA A WALL, DMD, LLC
EIN 56-2281172Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 13 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#002
KATRINA A. WALL, DMD, LLC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KATRINA A WALL, DMD, LLC 401(K) PLAN
401k
Assets$1.2M
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 | |
|---|---|---|---|---|---|---|
| 002 | KATRINA A. WALL, DMD, LLC CASH BALANCE PLAN | CashBalance | $2.0M | 6 | 2025 | |
| 001 | KATRINA A WALL, DMD, LLC 401(K) PLAN | 401k | $1.2M | 7 | 2025 |
Retirement plans