How big is Stanwick Dunham LLC's plan?

Stanwick Dunham LLC's plan reported $338K in assets and 5 participants for 2024.

Original filing (PDF)20250913050526NAL0005162930001

Stanwick Dunham LLC

Name: Stanwick Dunham LLC — Stanwick Dunham 401(k) Plan, Form 5500 (2024)
Creator: Stanwick Dunham LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stanwick Dunham 401(k) Plan

401(k) retirement plan · Stanwick Dunham LLC's Stanwick Dunham 401(k) Plan held $338K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

People on this filing

Charlotte Caponi signed Stanwick Dunham LLC's 2024 Form 5500 as plan administrator.

Charlotte Caponi — 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

Stanwick Dunham LLC's EIN is 47-2390722.

EIN 47-2390722

Plan number 001

Plan year 2024

ACK ID 20250913050526NAL0005162930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stanwick Dunham LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stanwick Dunham LLC'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 STANWICK DUNHAM 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