How big is J DUNN Group's plan?

J DUNN Group's plan reported $174K in assets and 27 participants for 2024.

Original filing (PDF)20250422222757NAL0004957041046

J DUNN Group

Name: J DUNN Group — J DUNN Group 401(k) Plan, Form 5500 (2024)
Creator: J DUNN Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J DUNN Group 401(k) Plan

401(k) retirement plan · J DUNN Group's J DUNN Group 401(k) Plan held $174K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

Plan identifiers

J DUNN Group's EIN is 26-4615517.

EIN 26-4615517

Plan number 001

Plan year 2024

ACK ID 20250422222757NAL0004957041046

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J DUNN Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J DUNN Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

J DUNN GROUP

EIN

all filings

Address

518 HUDSON RIVER RD · WATERFORD, NY · 12188

Phone

(518) 859-5197

Industry

Construction

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

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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