Dillard's, Inc. Investment & Employee Stock Ownership Plan
Sponsored by Dillard's, Inc. · EIN 710388071 · Plan #111
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 26,070
- With balances
- 36,958
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 |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,900,218 |
| Newport Trust Company | Trustee (institutional), Direct payment from the plan | $200,000 |
| Newport Group Securities | Investment advisory (plan), Direct payment from the plan | $106,832 |
| Grant Thornton | Accounting, Direct payment from the plan | $52,500 |
| Toppan Merrill Llc | Participant communication, Direct payment from the plan | $46,342 |
| Friday Eldredge & Clark, Llp | Legal, Direct payment from the plan | $42,293 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $21,000 |