AUMdb

Dolese Pension Plan

Sponsored by Dolese Bros. Co. · EIN 731359190 · Plan #005 · Oklahoma City, OK

Total assets
$38.4M
Net assets
$38.4M
Active participants
47
With balances
0

Plan year beginning 01/01/2024

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
Sun Life Inv. Management U.S., Inc. Investment advisory (plan) $82,073