Plan Snapshot
- Plan Sponsor: Dupree & Company, INC.
- Sponsor EIN: 610597886
- Sponsor Address: 125 SOUTH MILL STREET, LEXINGTON, KY, 40507
- Plan Type: DC
- Total Participants: 11
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $6.1M | $1,244 | $155,425 |
| 2023 | 12 | $5.2M | $349 | $157,500 |
| 2022 | 12 | $4.5M | $0 | $147,900 |