Dolese Bros. Co. Profit Sharing Plan
Sponsored by Dolese Bros. Co. · EIN 731359190 · Plan #007
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 909
- With balances
- 1,002
Plan year beginning 01/01/2024 · Profit-sharing
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 | $160,485 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional), Trustee (directed) | $700 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $7 |