DUNN & ASSOCIATES, INC. 401(K) PLAN

[ EIN: 16-1770354 | Plan No. 001 ]

According to Department of Labor Form 5500 data, DUNN & ASSOCIATES, INC. sponsors DUNN & ASSOCIATES, INC. 401(K) PLAN, categorized as a 401(k) plan. The filing shows 15 participants and total assets of $3,174,437 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DUNN & ASSOCIATES, INC.

Location: 8647 BAYPINE ROAD STE 200, JACKSONVILLE, FL 32256

EIN: 161770354

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $3,174,437

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