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Original filing (PDF)20250317155518NAL0001816673001
WILLIAM DUNKEL
Form 5500-SF
FILING_RECEIVED
WILLIAM DUNKEL AND ASSOCIATES HR-10 PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM DUNKEL.
Plan sponsor
Name
WILLIAM DUNKEL
DBA
WILLIAM DUNKEL AND ASSOCIATES
EIN
37-1087634
Address
8625 FARMINGTON CEMETERY RD · PLEASANT PLAINS, IL · 626773745
Phone
(217) 626-1476
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-03-17
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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