Original filing (PDF)20250523110205NAL0005690240001

DUNN LAW FIRM, LLP

Name: DUNN LAW FIRM, LLP — DUNN LAW FIRM, LLP 401(K) PROFIT-SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DUNN LAW FIRM, LLP

Form 5500-SF

FILING_RECEIVED

DUNN LAW FIRM, LLP 401(K) PROFIT-SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNN LAW FIRM, LLP.

Plan sponsor

Name

DUNN LAW FIRM, LLP

EIN

37-1137486

Address

1001 NORTH MAIN STREET, SUITE A · BLOOMINGTON, IL · 61701

Phone

(309) 828-6241

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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