Original filing (PDF)20251009162321NAL0016629442001

DUNN DESANTIS WALT & KENDRICK LLP

Name: DUNN DESANTIS WALT & KENDRICK LLP — DUNN DESANTIS WALT & KENDRICK LLP 401K PLAN, Form 5500 (2024)
Creator: DUNN DESANTIS WALT & KENDRICK LLP

Form 5500-SF

FILING_RECEIVED

DUNN DESANTIS WALT & KENDRICK LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNN DESANTIS WALT & KENDRICK LLP.

Plan sponsor

Name

DUNN DESANTIS WALT & KENDRICK LLP

EIN

81-3183819

Address

750 B STREET · SUITE 2620 · SAN DIEGO, CA · 92101

Phone

(619) 573-4488

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

2025-10-09

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SABRINA R. GROGAN, ATTORNEY AT LAW

SABRINA R. GROGAN RETIREMENT PLAN

$1.3M · 2 participants

RONALD J KATTER

RONALD J KATTER 401(K) PROFIT SHARING PLAN

$1.3M · 1 participants

DAVIS & SANCHEZ PLLC

DAVIS & SANCHEZ PLLC 401K PROFIT SHARING PLAN AND TRUST

$1.3M · 13 participants

TURLEY, REDMOND & ROSASCO, LLP

TURLEY, REDMOND & ROSASCO, LLP CASH BALANCE PLAN

$1.3M · 21 participants

THEODORE SIMON ESQUIRE

THEODORE SIMON ESQUIRE MPPP CB&T TRUSTEE