How big is DUNN Financial Group's plan?

DUNN Financial Group's plan reported $381K in assets and 3 participants for 2025.

Original filing (PDF)20260518063420NAL0021647874001

DUNN Financial Group

Name: DUNN Financial Group — DUNN Financial Group, Form 5500 (2025)
Creator: DUNN Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUNN Financial Group Retirement Plan

401(k) retirement plan · DUNN Financial Group's DUNN Financial Group Retirement Plan held $381K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

Thomas DUNN signed DUNN Financial Group's 2025 Form 5500 as plan administrator.

Thomas DUNN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DUNN Financial Group's EIN is 04-3154495.

EIN 04-3154495

Plan number 001

Plan year 2025

ACK ID 20260518063420NAL0021647874001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DUNN Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DUNN Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNN FINANCIAL 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

Knocking points off