Dolan Enterprises 401(k) Profit Sharing Plan
Sponsored by Dolan Northwest, Llc · EIN 931210304 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 199
- With balances
- 233
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Preisz Associates, Inc. CRD 144469 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Preisz Financial | Investment advisory (plan), Consulting fees | $38,090 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $33,381 |