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Dgperry, PLLC

Matched across 7 name variants in the filings

Dgperry, PLLC summary

Dgperry, PLLC appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.9B in assets for 31,719 participants. The median client plan holds $37.9M. Most client plans are sponsored in OH, MI and IN. The largest clients by plan assets are IBEW Local 683 Board of Trustees and Alphastaff Group, Inc.. Plans reported $480K in direct and indirect compensation paid to Dgperry, PLLC. The median is $18K per plan.

Participants
31,719
Median plan assets
$37.9M
Median plan participants
486
Median fees per plan
$18K
Schedule C direct + indirect

Top 22 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • OH7 plans
  • MI6 plans
  • IN4 plans
  • MO2 plans
  • PA2 plans

Frequently asked questions

Who uses Dgperry, PLLC?
22 retirement plans list Dgperry, PLLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include IBEW Local 683 Board of Trustees, Alphastaff Group, Inc., Board of Trustees of Neca-IBEW Memphis Retirement Plan and IBEW Union Local 129. Most client plans are sponsored in OH, MI and IN.
How many plans does Dgperry, PLLC serve?
Dgperry, PLLC serves 22 retirement plans with $1.9B in plan assets and 31,719 participants, based on the latest Form 5500 filings through 2024.
What does Dgperry, PLLC charge?
Plans reported $480K in total Schedule C compensation paid to Dgperry, PLLC. The median plan paid $18K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served22+6 YoYRank #779 of mapped providers
Assets under administration$1.9B0.0%Rank #4250 by share of filed assets
Fees received$479,790Median $17,739/planSum across Schedule C direct + indirect
Net wins YoY+46 won - 2 lostPlan-level switch detection

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