Original filing (PDF)20251006081753NAL0005673520001

RON DUNN AGENCY

Name: RON DUNN AGENCY — RON DUNN AGENCY 401K SAVINGS PLAN, Form 5500 (2024)
Creator: RON DUNN AGENCY

Form 5500-SF

FILING_RECEIVED

RON DUNN AGENCY 401K SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 RON DUNN AGENCY.

Plan sponsor

Name

RON DUNN AGENCY

EIN

26-2739050

Address

124 INGRAM AVE · PITTSBURGH, PA · 152052159

Phone

(412) 922-1126

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-06

Pension benefit codes

2J · 401(k) feature

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

2G · Total participant-directed accounts

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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 providers

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