Dannis Woliver Kelley Profit Sharing Plan
Sponsored by Dannis Woliver Kelley · EIN 943172834 · Plan #001
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 100
- With balances
- 130
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. | Other fees, Direct payment from the plan, Trustee (institutional) | $51,828 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |