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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNN & ASSOCIATES.
Plan sponsor
Name
DUNN & ASSOCIATES
EIN
68-0406028
Address
1901 OLYMPIC BOULEVARD SUITE 230 · WALNUT CREEK, CA · 94596
