WADE S DUNBAR AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
22
Accounts w/ balance
26
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
86
/ 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
50
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WADE S DUNBAR AGENCY INC.
Plan sponsor
Name
WADE S DUNBAR AGENCY INC
EIN
56-1325223
Address
800 ATKINSON ST · LAURINBURG, NC · 283524717
Phone
(910) 610-2339
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
