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Original filing (PDF)20250627164416NAL0005432179001
DUNHAM & JONES ATTORNEYS AT LAW, PC
Form 5500
FILING_RECEIVED
DUNHAM & JONES ATTORNEYS AT LAW 401(K) PLAN
401(k) retirement plan
Active participants
238
Accounts w/ balance
208
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNHAM & JONES ATTORNEYS AT LAW, PC.
Plan sponsor
Name
DUNHAM & JONES ATTORNEYS AT LAW, PC
EIN
74-2863594
Address
512 E. 11TH ST · AUSTIN, TX · 78701
Phone
(512) 777-7777
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES, INC. | — | BOSTON, MA | CUSTODIAN | $3K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC | — | AUSTIN, TX | TPA, RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLASMARK FINANCIAL, INC | — | AUSTIN, TX | INVESTMENT ADVISOR | $20K | — |
Investments
18 direct securities· $7.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Personal Trust Company Fidelity 500 Index | — | — | — | $1.1M | 16.1% | |
| Fidelity Personal Trust Company Fidelity International Index | — | — | — | $741K | 10.4% | |
| Fidelity Personal Trust Company Fidelity Short Term Bond Index | — | — | — | $710K | 10.0% | |
| Fidelity Personal Trust Company Fidelity Large Cap Value Index | — | — | — | $671K | 9.4% | |
| Fidelity Personal Trust Company Fidelity Mid Cap Index | — | — | — | $612K | 8.6% | |
| Fidelity Personal Trust Company Fidelity Large Cap Growth Index | — | — | — | $604K | 8.5% | |
| Fidelity Personal Trust Company Fidelity US Bond Index | — | — | — | $600K | 8.4% | |
| Fidelity Personal Trust Company Fidelity Interm Trs Bond Index | — | — | — | $459K | 6.4% | |
| Fidelity Personal Trust Company Fidelity Small Cap Index | — | — | — | $457K | 6.4% | |
| Fidelity Personal Trust Company Fidelity Four in One Index | — | — | — | $378K | 5.3% | |
| Fidelity Personal Trust Company Fidelity Emerging Markets Index | — | — | — | $286K | 4.0% | |
| Fidelity Personal Trust Company Fidelity Government Money Market | — | — | — | $135K | 1.9% | |
| Fidelity Personal Trust Company Vanguard Mid Cap Growth Index | — | — | — | $99K | 1.4% | |
| Fidelity Personal Trust Company Vanguard Mid-Cap Value Index | — | — | — | $99K | 1.4% | |
| Fidelity Personal Trust Company DFA Global Equity I | — | — | — | $52K | 0.7% | |
| Fidelity Personal Trust Company Vanguard Target Retirement 2060 ** 583 * Participant Loans Interest Rates Range: 4.25%-9.5% | — | — | — | $42K | 0.6% | |
| Fidelity Personal Trust Company Vanguard Small Cap Value Index | — | — | — | $40K | 0.6% | |
| Fidelity Personal Trust Company Dodge & Cox Income | — | — | — | $1K | <0.1% |