What public Form 5500 filings show about the Dunham & Jones Attorneys at Law, PC 401(k) plan — and how to find and check your own account.
Dunham & Jones Attorneys at Law, PC (EIN 74-2863594) reports DUNHAM & JONES ATTORNEYS AT LAW 401(K) PLAN on its most recent Form 5500, with $7.1M in plan assets across 238 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 Dunham & Jones Attorneys at Law, PC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EMPLOYEE INCENTIVE PLANS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Dunham & Jones Attorneys at Law, PC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY BROKERAGE SERVICES, ATLASMARK FINANCIAL.