Dolese Bros. Co. 401(k) Employees Savings Incentive Plan
Sponsored by Dolese Bros. Co. · EIN 731359190 · Plan #006
- Total assets
- $83.6M
- Net assets
- $83.6M
- Active participants
- 1,068
- With balances
- 1,218
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 |
|---|---|---|
| Milliman | Recordkeeping | $110,295 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $42 |