How big is Boswell & Dunlap, LLP's plan?

Boswell & Dunlap, LLP's plan reported $4.7M in assets and 22 participants for 2025.

Original filing (PDF)20260515071540NAL0017887666001

Boswell & Dunlap, LLP

Name: Boswell & Dunlap, LLP — Boswell & Dunlap, LLP 401(k), Form 5500 (2025)
Creator: Boswell & Dunlap, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boswell & Dunlap, LLP 401(k) Plan

401(k) retirement plan · Boswell & Dunlap, LLP's Boswell & Dunlap, LLP 401(k) Plan held $4.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Megan Petri signed Boswell & Dunlap, LLP's 2025 Form 5500 as plan administrator.

Megan Petri — 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

Boswell & Dunlap, LLP's EIN is 59-3498279.

EIN 59-3498279

Plan number 001

Plan year 2025

ACK ID 20260515071540NAL0017887666001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Boswell & Dunlap, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Boswell & Dunlap, LLP'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 BOSWELL & DUNLAP, LLP.

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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