· 2022–2024 · DOL EFAST2

DUNN DESANTIS WALT & KENDRICK LLP — DUNN DESANTIS WALT & KENDRICK LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009162421NAL0016632834001

DUNN DESANTIS WALT & KENDRICK LLP

Form 5500-SF

FILING_RECEIVED

DUNN DESANTIS WALT & KENDRICK LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

14

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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

67

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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