Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Davis, Gregory & Kyle, Inc.
EIN 23-2071471insuranceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
38
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DAVIS, GREGORY, & KYLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
DGK INSURANCE 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVIS, GREGORY, & KYLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.2M | 23 | 2024 | |
| 004 | DGK INSURANCE 401(K) PROFIT SHARING PLAN | 401(k) | $1.0M | 15 | 2025 |
Retirement plans