How big is Dunning Capital, LLC's plan?

Dunning Capital, LLC's plan reported $888K in assets and 2 participants for 2024.

Original filing (PDF)20250910093019NAL0021036769001

Dunning Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Dunning Capital, LLC Employees' 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Dunning Capital, LLC's Dunning Capital, LLC Employees' 401(k) Profit Sharing Plan and Trust held $888K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

People on this filing

Paul Steinke signed Dunning Capital, LLC's 2024 Form 5500 as plan administrator.

Paul Steinke — 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

Dunning Capital, LLC's EIN is 54-2075961.

EIN 54-2075961

Plan number 002

Plan year 2024

ACK ID 20250910093019NAL0021036769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dunning Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNNING CAPITAL, 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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DUNNING CAPITAL, LLC

EIN

all filings

Address

6837 FALLS OF NEUSE ROAD · SUITE 206 · RALEIGH, NC · 27615

Phone

(919) 534-8000

Industry

Finance & Insurance

Plan administrator