How big is Peter Dunham, Inc.'s plan?

Peter Dunham, Inc.'s plan reported $1.7M in assets and 20 participants for 2024.

Original filing (PDF)20250929145754NAL0011452673001

Peter Dunham, Inc.

Name: Peter Dunham, Inc. — Peter Dunham, Inc. 401(k), Form 5500 (2024)
Creator: Peter Dunham, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Dunham, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Peter Dunham, Inc.'s Peter Dunham, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Peter Dunham, Inc.'s EIN is 04-3610699.

EIN 04-3610699

Plan number 001

Plan year 2024

ACK ID 20250929145754NAL0011452673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Dunham, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Dunham, Inc.'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 PETER DUNHAM, INC..

Finding similar companies…

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