Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DK PIERCE & ASSOCIATES, INC.
EIN 35-2038930Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
49
10910 CREEK WAY - ZIONSVILLE, IN 46077317-873-0303
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 49 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#001
DK PIERCE & ASSOCIATES, INC 401(K) PLAN
401k
Assets$6.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
D.K. PIERCE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DK PIERCE & ASSOCIATES, INC 401(K) PLAN | 401k | $6.5M | 28 | 2025 | |
| 002 | D.K. PIERCE & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.1M | 21 | 2025 |
Retirement plans