What public Form 5500 filings show about the Dunlap & Kyle Co., Inc. 401(k) plan — and how to find and check your own account.
Dunlap & Kyle Co., Inc. (EIN 64-0349856) reports THE DUNLAP & KYLE CO., INC. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $133.2M in plan assets across 1,763 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Dunlap & Kyle Co., Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Dunlap & Kyle Co., Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EPIPHANY RX, HARDY REED, WPB, HEALTH PLANS, HUB INTERNATIONAL GULF SOUTH, AETNA LIFE INSURANCE.
