How big is KUHN Dillon Umbaugh, LLC's plan?

KUHN Dillon Umbaugh, LLC's plan reported $631K in assets and 5 participants for 2024.

Original filing (PDF)20250721131355NAL0003215858001

KUHN Dillon Umbaugh, LLC

Name: KUHN Dillon Umbaugh, LLC — KUHN Dillon Umbaugh, Form 5500 (2024)
Creator: KUHN Dillon Umbaugh, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KUHN Dillon Umbaugh 401(k) Plan

401(k) retirement plan · KUHN Dillon Umbaugh, LLC's KUHN Dillon Umbaugh 401(k) Plan held $631K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

Plan identifiers

KUHN Dillon Umbaugh, LLC's EIN is 46-1591982.

EIN 46-1591982

Plan number 001

Plan year 2024

ACK ID 20250721131355NAL0003215858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KUHN Dillon Umbaugh, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KUHN Dillon Umbaugh, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUHN DILLON UMBAUGH, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KUHN DILLON UMBAUGH, LLC

EIN

all filings

Address

2901 MILLER DR. STE. B · PLYMOUTH, IN · 46563

Phone

(574) 936-9910

Industry

Finance & Insurance

Plan administrator