How big is DUNN & Associates' plan?

DUNN & Associates' plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250806125808NAL0003825856001

DUNN & Associates

Name: DUNN & Associates — DUNN & Associates Defined, Form 5500 (2024)
Creator: DUNN & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUNN & Associates Defined Benefit Plan

Defined-benefit pension plan · DUNN & Associates' DUNN & Associates Defined Benefit Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

DUNN & Associates' EIN is 68-0406028.

EIN 68-0406028

Plan number 002

Plan year 2024

ACK ID 20250806125808NAL0003825856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DUNN & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DUNN & Associates' plan includes a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score