Assets by plan
Share of aggregate retirement assets
Filings through .
Dupree Financial Group, LLC
EIN 27-0059167financial servicesLatest filing 2025
Plans
3
Retirement
2
$1.3M assets
Health & Benefits
1
Participants
16
237 E. MAIN ST. - LEXINGTON, KY 40507859-233-0400dupreefinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $1.3M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
DUPREE FINANCIAL GROUP CASH BALANCE PLAN #2
Cash balance
Assets$669K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DUPREE FINANCIAL GROUP PROFIT SHARING PLAN
401(k)
Assets$592K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
DUPREE FINANCIAL GROUP CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DUPREE FINANCIAL GROUP CASH BALANCE PLAN #2 | Cash balance | $669K | 3 | 2025 |
| #001 | DUPREE FINANCIAL GROUP PROFIT SHARING PLAN | 401(k) | $592K | 8 | 2025 |
- #003 · Cash balance · 20253
- #001 · 401(k) · 20258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DUPREE FINANCIAL GROUP CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans