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Sponsor portfolio

DANIEL DUPUIS

EIN 81-4820504-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$291K assets
Welfare
0
Participants
12
421 WANDO PARK BLVD STE 130 - MT PLEASANT, SC 29464843-849-7878
Plans on this EIN
2 filings
#001401k-$164K - 6 part#002CashBalance-$127K - 6 part

Retirement portfolio analytics

2 plans aggregated / $291K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SUPPORT 401K PLAN (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $291KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPORT 401K PLAN (#001)6
  • CASH BALANCE PLAN (#002)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DD SUPPORT 401K PLAN

401k

Assets$164K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DANIEL DUPUIS CASH BALANCE PLAN

CashBalance

Assets$127K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DD SUPPORT 401K PLAN401k$164K62025
002DANIEL DUPUIS CASH BALANCE PLANCashBalance$127K62025
Retirement plans
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