How big is Dunham Associates CPAS, Inc.'s plan?

Dunham Associates CPAS, Inc.'s plan reported $2.8M in assets and 13 participants for 2024.

Original filing (PDF)20250701150629NAL0007078691001

Dunham Associates CPAS, Inc.

Name: Dunham Associates CPAS, Inc. — Dunham Associates, Form 5500 (2024)
Creator: Dunham Associates CPAS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dunham Associates CPAS 401(k) Plan

401(k) retirement plan · Dunham Associates CPAS, Inc.'s Dunham Associates CPAS 401(k) Plan held $2.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Rick Dunham signed Dunham Associates CPAS, Inc.'s 2024 Form 5500 as plan administrator.

Rick Dunham — 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

Dunham Associates CPAS, Inc.'s EIN is 77-0445012.

EIN 77-0445012

Plan number 001

Plan year 2024

ACK ID 20250701150629NAL0007078691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dunham Associates CPAS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dunham Associates CPAS, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off