How big is DUNN & Associates' plan?

DUNN & Associates' plan reported $2.6M in assets and 1 participants for 2025.

Original filing (PDF)20260520155439NAL0002568560001

DUNN & Associates

Name: DUNN & Associates — DUNN & Associates Profit Sharing, Form 5500 (2025)
Creator: DUNN & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUNN & Associates Profit Sharing Plan

Defined-contribution retirement plan · DUNN & Associates' DUNN & Associates Profit Sharing Plan held $2.6M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

DUNN & Associates' EIN is 68-0406028.

EIN 68-0406028

Plan number 001

Plan year 2025

ACK ID 20260520155439NAL0002568560001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DUNN & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DUNN & Associates' plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

DUNN & ASSOCIATES

EIN

all filings

Address

1901 OLYMPIC BOULEVARD SUITE 230 · WALNUT CREEK, CA · 94596

Phone

(925) 472-5850

Industry

Real Estate

Plan administrator