How big is Dundas Wealth Management LLC's plan?

Dundas Wealth Management LLC's plan reported $281K in assets and 5 participants for 2024.

Original filing (PDF)20250717194503NAL0001215472001

Dundas Wealth Management LLC

Name: Dundas Wealth Management LLC — Dundas Wealth, Form 5500 (2024)
Creator: Dundas Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dundas Wealth Management LLC 401(k) Plan

401(k) retirement plan · Dundas Wealth Management LLC's Dundas Wealth Management LLC 401(k) Plan held $281K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

Plan identifiers

Dundas Wealth Management LLC's EIN is 88-0682777.

EIN 88-0682777

Plan number 001

Plan year 2024

ACK ID 20250717194503NAL0001215472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dundas Wealth Management LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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