Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
DUPREE FINANCIAL GROUP, LLC
EIN 27-0059167financial servicesLatest filing 2025
Plans
3
Retirement
2
$1.3M assets
Welfare
1
Participants
16
237 E. MAIN ST. - LEXINGTON, KY 40507859-233-0400dupreefinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 11 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
DUPREE FINANCIAL GROUP CASH BALANCE PLAN #2
CashBalance
Assets$669K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DUPREE FINANCIAL GROUP PROFIT SHARING PLAN
401k
Assets$592K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
DUPREE FINANCIAL GROUP CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DUPREE FINANCIAL GROUP CASH BALANCE PLAN #2 | CashBalance | $669K | 3 | 2025 | |
| 001 | DUPREE FINANCIAL GROUP PROFIT SHARING PLAN | 401k | $592K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DUPREE FINANCIAL GROUP CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans