The Dunlap & Kyle Co., Inc. Profit Sharing Plan And Trust
Sponsored by Dunlap & Kyle Co., Inc. · EIN 640349856 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 1,763
- With balances
- 2,060
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $105,143 |
| Hardy Reed Llc | Consulting (general) | $40,000 |
| Wpb Pllc | Recordkeeping | $23,750 |
| Hub International Gulf South | Consulting (general) | $7,500 |