AUMdb

J.L. Dunn & Company 401(k) Plan

Sponsored by J.L. Dunn & Company · EIN 273183697 · Plan #001

Total assets
—
Net assets
—
Active participants
10
With balances
13

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
07/01/2024 — 10 ack 20260319094320NAL0004054897001
07/01/2021 — 10 ack 20250405131856NAL0020781680001