# Dunaway Associates, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/dunaway-associates-l-p-401k-plan

> Dunaway Associates, L.P.&#39;s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dunaway Associates, L.P.

- **Sponsor EIN:** 900279196

- **Sponsor Address:** 550 BAILEY AVE., SUITE 400, FORT WORTH, TX, 76107

- **Plan Type:** 401(k)

- **Total Participants:** 355

- **Total Assets:** $41.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|355|$41.2M|$1.7M|$2.7M|

| 2023|266|$33.4M|$1.3M|$2.1M|

| 2022|215|$25.4M|$1.1M|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BOKF, NA|TRUSTEE|$79,638|—|$79,638|

| SUTTON FROST CARY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SUTTON FROST CARY LLP](https://planprovider.pro/provider/sutton-frost-cary-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,638

- **Estimated Expense Ratio:** 0.193% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,539|$25,608|—|—|—|

| 2023|$63,568|$21,991|—|—|—|

| 2022|$61,481|—|—|—|$61,481|

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