AUMdb

Dunaway Associates, L.P. 401(k) Plan

Sponsored by Dunaway Associates, L.P. · EIN 900279196 · Plan #001

Total assets
$41.2M
Net assets
$41.2M
Active participants
355
With balances
396

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
Bokf, Na Investment management, Participant loan processing, Trustee (institutional) $79,638