Back to filter
Original filing (PDF)20250424094517NAL0004083363001
G.S. DUNHAM LLC
Form 5500-SF
FILING_RECEIVED
G.S. DUNHAM LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
25
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G.S. DUNHAM LLC.
Plan sponsor
Name
G.S. DUNHAM LLC
EIN
11-3279134
Address
25-70 ULMER STREET · COLLEGE POINT, NY · 11354
Phone
(718) 886-4232
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
BC PLUMBING, INC
BC PLUMBING, INC 401(K) SAVINGS PLAN
$2.0M · 4 participants
ROBAIRE COMPANY, INC.
ROBAIRE COMPANY, INC. 401(K) PLAN
$2.0M · 7 participants
TRI-COUNTY AIRE, INC.
TRI-COUNTY AIRE 401(K) RETIREMENT PLAN
$2.0M · 22 participants
STEELE BROS. HEATING, INC.
STEELE BROS. HEATING, INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 101 participants
LAGASSE UTILITIES, INC.
LAGASSE UTILITIES, INC. 401(K) PROFIT SHARING PLAN
$2.0M · 10 participants
ENTERPRISE PLUMBING & HEATING, INC.
ENTERPRISE PLUMBING & HEATING, INC. PROFIT SHARING PLAN
$2.0M · 4 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B