AUMdb

Dudek Employee Stock Ownership Plan

Sponsored by Dudek · EIN 953873865 · Plan #002

Total assets
$45.5M
Net assets
$33.5M
Active participants
525
With balances
565

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Recordkeeping, Recordkeeping fees $62,297
Cornerstone Trustee (individual), Investment management fees (direct) $52,500
Prairie Capital Valuation, Other fees $39,869