Original filing (PDF)20250702105913NAL0007568243001

DUNN & ASSOCIATES, INC.

Name: DUNN & ASSOCIATES, INC. — DUNN & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: DUNN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DUNN & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNN & ASSOCIATES, INC..

Plan sponsor

Name

DUNN & ASSOCIATES, INC.

EIN

16-1770354

Address

8647 BAYPINE ROAD STE 200 · JACKSONVILLE, FL · 32256

Phone

(904) 363-8916

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

HOPE FURRER ASSOCIATES, INC.

HOPE FURRER ASSOCIATES, INC. SAVINGS PLAN & TRUST

$3.2M · 13 participants

CATES ENGINEERING, LTD.

CATES ENGINEERING 401(K) PROFIT SHARING PLAN

$3.2M · 21 participants

OMNIPRO SERVICES LLC

OMNIPRO 401K

$3.2M · 19 participants

PIPELINE CONTROLS & SERVICES, INC.

PIPELINE CONTROLS & SERVICES 401K PLAN

$3.2M · 19 participants

CALILAND ENGINEERING, INC.

CALILAND ENGINEERING, INC. DEFINED BENEFIT PENSION PLAN