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 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNN & ASSOCIATES, INC..
Plan sponsor
Name
DUNN & ASSOCIATES, INC.
EIN
35-1849488
Address
P.O. BOX 2369 · COLUMBUS, IN · 47202
Phone
(812) 378-9960
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life insurance
4D · Dental
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
