How big is Dufresne & Associates, PC DBA Dufresne Group's plan?

Dufresne & Associates, PC DBA Dufresne Group's plan reported $3.5M in assets and 15 participants for 2025.

Original filing (PDF)20260327103311NAL0009660208001

Dufresne & Associates, PC DBA Dufresne Group

Name: Dufresne & Associates, PC DBA Dufresne Group — Form 5500 Plan 001 (2025)
Creator: Dufresne & Associates, PC DBA Dufresne Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dufresne & Associates 401(k) Plan

401(k) retirement plan · Dufresne & Associates, PC DBA Dufresne Group's Dufresne & Associates 401(k) Plan held $3.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Dufresne & Associates, PC DBA Dufresne Group's EIN is 03-0359962.

EIN 03-0359962

Plan number 001

Plan year 2025

ACK ID 20260327103311NAL0009660208001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dufresne & Associates, PC DBA Dufresne Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dufresne & Associates, PC DBA Dufresne Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUFRESNE & ASSOCIATES, PC DBA DUFRESNE GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score