How big is The Dunbar Group's plan?

The Dunbar Group's plan reported $1.0M in assets and 2 participants for 2025.

Original filing (PDF)20260423115110NAL0004641265001

The Dunbar Group

Name: The Dunbar Group — The Dunbar Group 401(k) Profit, Form 5500 (2025)
Creator: The Dunbar Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Dunbar Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Dunbar Group's The Dunbar Group 401(k) Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Miranda Schwehr signed The Dunbar Group's 2025 Form 5500 as plan administrator.

Miranda Schwehr — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Dunbar Group's EIN is 38-4007175.

EIN 38-4007175

Plan number 001

Plan year 2025

ACK ID 20260423115110NAL0004641265001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Dunbar Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Dunbar Group'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 THE DUNBAR GROUP.

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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