· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLAY DUNN ENTERPRISES, INC. — CLAY DUNN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260223103014NAL0000969537001
CLAY DUNN ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
CLAY DUNN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.2 mo
Active participants
17
Accounts w/ balance
8
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLAY DUNN ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
CLAY DUNN ENTERPRISES, INC.
EIN
95-3696946
Address
1606 E CARSON ST · CARSON, CA · 907452504
Phone
(310) 549-1698
Industry
Other Services (ex. Public Admin)
see 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
2026-02-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TAUGHANNOCK AVIATION CORP
TAUGHANNOCK AVIATION CORP 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 35 participants
HERRING & BICKERS INSURANCE AG
HERRING & BICKERS INSURANCE AG 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 12 participants
ELJEN CORPORATION
ELJEN CORPORATION PROFIT SHARING PLAN
$2.1M · 52 participants
TMG-EMEDIA, INC.
TMG-EMEDIA, INC. 401(K) PLAN
$2.1M · 8 participants
COMPLIANCE MEDICAL SERVICES, LLC
COMPLIANCE MEDICAL SERVICES, LLC PROFIT SHARING PLAN
65
Knocking points off
Filed 3.2 months past the 10.5-month grace window.
Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 5 participants
G D S GROUP INC
G D S GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B