DUNHAM ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the DUNHAM ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The DUNHAM ASSOCIATES, INC. 401(k) on its latest Form 5500
DUNHAM ASSOCIATES, INC. (EIN 46-0282077) reports DUNHAM ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $47.8M in plan assets across 141 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 ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the DUNHAM ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your DUNHAM ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, GALLAGHER FIDUCIARY ADVISORS.
How to check your DUNHAM ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask DUNHAM ASSOCIATES, INC. 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).