How big is Dunbarmonroe, PLLC's plan?

Dunbarmonroe, PLLC's plan reported $4.8M in assets and 15 participants for 2025.

Original filing (PDF)20260417095743NAL0022600417001

Dunbarmonroe, PLLC

Name: Dunbarmonroe, PLLC — Dunbarmonroe, PLLC 401(k), Form 5500 (2025)
Creator: Dunbarmonroe, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dunbarmonroe, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Dunbarmonroe, PLLC's Dunbarmonroe, PLLC 401(k) Profit Sharing Plan held $4.8M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Bridget Purvis signed Dunbarmonroe, PLLC's 2025 Form 5500 as plan administrator.

Bridget Purvis — 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

Dunbarmonroe, PLLC's EIN is 64-0937865.

EIN 64-0937865

Plan number 001

Plan year 2025

ACK ID 20260417095743NAL0022600417001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dunbarmonroe, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNBARMONROE, PLLC.

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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