Dufresne & Associates, PC DBA Dufresne Group 401(k) Plan

The Dufresne & Associates, PC DBA Dufresne Group 401(k) on its latest Form 5500

Dufresne & Associates, PC DBA Dufresne Group (EIN 03-0359962) reports DUFRESNE & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $3.5M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Dufresne & Associates, PC DBA Dufresne Group filing — schedules, fees, and providers.

Who runs the Dufresne & Associates, PC DBA Dufresne Group 401(k)?

Dufresne & Associates, PC DBA Dufresne Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dufresne & Associates, PC DBA Dufresne GroupHR for the recordkeeper’s name and login.

How to check your Dufresne & Associates, PC DBA Dufresne Group 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dufresne & Associates, PC DBA Dufresne Group HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).