Dokken Engineering Employee Stock Ownership Plan
Sponsored by Dokken Engineering · EIN 680099664 · Plan #003
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 124
- With balances
- 131
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $10,895 |
| Sanli Pastore & Hill | Valuation, Direct payment from the plan | $10,000 |
| Principal Financial Group | Plan administrator, Recordkeeping fees | $8,941 |