Dunlop Manufacturing Inc 401 K Profit Sharing Plan
Sponsored by Dunlop Manufacturing Inc · EIN 942440675 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 234
- With balances
- 240
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Advisors Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $34,676 |
| Associated Pension Consultants | Recordkeeping | $27,049 |
| Empower | Investment advisory (participants), Investment advisory (plan), Investment management | $26,155 |
| First Republic Investment | Investment advisory (participants), Investment advisory (plan), Investment management | $16,134 |
| Mann Urrutia Nelson Cpas & Assoc | Accounting | $14,250 |
| Creative Planning Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $10,047 |