Dopkins & Company Profit Sharing And Employee Savings Plan
Sponsored by Dopkins & Company, Llp · EIN 160929175 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 77
- With balances
- 124
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 |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $35,212 |
| Charles Schwab Bank | Claims processing, Account maintenance fees, Custodial (securities) | $21,025 |