Frank N. Dupps, Jr. signed The Dupps Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Dupps Company's EIN is 31-0267820.
Download the official 2024 Form 5500 (PDF) for The Dupps Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Dupps Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $54K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $48.0M | 97.2% | |
| MANAGED RETIREMENT FUNDS BALANCED BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 140 | Common Collective Trust | — | — | $9.8M | 19.9% | |
| MANAGED RETIREMENT CONSERVATIVE BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 139 | Common Collective Trust | — | — | $9.4M | 19.0% | |
| MANAGED RETIREMENT FUNDS GROWTH BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 141 | Common Collective Trust | — | — | $7.8M | 15.7% | |
| MANAGED RETIREMENT FUNDS AGGRESSIVE BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 142 | Common Collective Trust | — | — | $5.6M | 11.4% | |
| MANAGED RETIREMENT FUNDS MODERATE BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 143 | Common Collective Trust | — | — | $4.3M | 8.7% | |
| WELLS FARGO STABLE VALUE WELLS FARGO BANK, NA · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $997K | 2.0% | |
| MANAGED RETIREMENT FUNDS REAL ASSET BROADRIDGE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 229 | Common Collective Trust | — | — | $209K | 0.4% |
