· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DUNN CAPITAL MANAGEMENT LLC — PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLC, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610114204NAL0011574963001
DUNN CAPITAL MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
PENSION PLAN & TRUST FOR EMPLOYEES OF DUNN CAPITAL MANAGEMENT LLC
Defined-contribution retirement plan
Active participants
28
Accounts w/ balance
42
Plan assets (EOY)
$199.3M
Net assets (EOY)
$199.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DUNN CAPITAL MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
DUNN CAPITAL MANAGEMENT LLC
EIN
27-1572928
Address
309 SE OSCEOLA ST SUITE 350 · STUART, FL · 34994
Phone
(772) 286-4777
Industry
Finance & Insurance
see 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
2025-06-10
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WOLVERINE TRADING, LLC
WOLVERINE EMPLOYEE SAVINGS & RETIREMENT PLAN
$181.0M · 395 participants
MARKETAXESS CORPORATION
MARKETAXESS CORPORATION 401(K) PROFIT SHARING PLAN
$149.3M · 580 participants
TEAM BELVEDERE LLC
TEAM BELVEDERE LLC 401(K) PLAN
$62.2M · 275 participants
NASDAQ, INC.
NASDAQ PENSION PLAN
$61.1M · 199 participants
GERALD METALS LLC
GERALD METALS LLC & SUBSIDIARIES 401(K) PROFIT SHARING PLAN
$41.6M · 108 participants
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.
Small plan (5500-SF) — Schedule H data not available.
CHICAGO MERCANTILE EXCHANGE, INC.
PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.
$368.7M · 2,124 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
