How big is DUNN Sheehan LLP's plan?

DUNN Sheehan LLP's plan reported $624K in assets and 7 participants for 2024.

Original filing (PDF)20250921210726NAL0006674978001

DUNN Sheehan LLP

Name: DUNN Sheehan LLP — DUNN Sheehan Savings & Retirement, Form 5500 (2024)
Creator: DUNN Sheehan LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUNN Sheehan Savings & Retirement Plan

401(k) retirement plan · DUNN Sheehan LLP's DUNN Sheehan Savings & Retirement Plan held $624K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan identifiers

DUNN Sheehan LLP's EIN is 27-3187361.

EIN 27-3187361

Plan number 001

Plan year 2024

ACK ID 20250921210726NAL0006674978001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNN SHEEHAN LLP.

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Plan health score

Top-tier plan health

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

Helping the score