How big is Sarah Dunham Group LLC's plan?

Sarah Dunham Group LLC's plan reported $4K in assets and 3 participants for 2024.

Original filing (PDF)20250718134929NAL0002683936001

Sarah Dunham Group LLC

Name: Sarah Dunham Group LLC — Sarah Dunham Group LLC, Form 5500 (2024)
Creator: Sarah Dunham Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah Dunham Group LLC 401(k) Plan

401(k) retirement plan · Sarah Dunham Group LLC's Sarah Dunham Group LLC 401(k) Plan held $4K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Marcus Bowie signed Sarah Dunham Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Sarah Dunham Group LLC's EIN is 85-1560817.

EIN 85-1560817

Plan number 001

Plan year 2024

ACK ID 20250718134929NAL0002683936001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarah Dunham Group 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 SARAH DUNHAM GROUP LLC.

Finding similar companies…

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

Helping the score