How big is Dundon Advisers LLC's plan?

Dundon Advisers LLC's plan reported $2.1M in assets and 31 participants for 2024.

Original filing (PDF)20250620140348NAL0009801682001

Dundon Advisers LLC

Name: Dundon Advisers LLC — Dundon Advisers LLC 401(k), Form 5500 (2024)
Creator: Dundon Advisers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dundon Advisers LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Dundon Advisers LLC's Dundon Advisers LLC 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

April KIMM signed Dundon Advisers LLC's 2024 Form 5500 as plan administrator.

April KIMM — 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

Dundon Advisers LLC's EIN is 81-2910455.

EIN 81-2910455

Plan number 001

Plan year 2024

ACK ID 20250620140348NAL0009801682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dundon Advisers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dundon Advisers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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