Search public Form 5500 filings

11 results

Companies

companyDannis Woliver Kelley
EIN: 94-3172834Location: CAPlans: 1Latest: 2023

planDannis Woliver Kelley Profit Sharing PlanFinancial statementProvider compensation2023 filing
Sponsor: Dannis Woliver KelleyEIN: 94-3172834Plan: 001Participants: 133Assets: $31,542,958Location: Berkeley, CALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Dannis Woliver Kelley Profit Sharing Plan
Sponsor: Dannis Woliver KelleyEIN: 94-3172834Plan: 001Ack ID: 20241015122532NAL0016380355001