# Dunham & Jones Attorneys At Law, PC 401(k) Plan
Source: https://planprovider.pro/companies/dunham-jones-attorneys-at-law-pc-401k-plan

> Dunham & Jones Attorneys At Law, PC's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dunham & Jones Attorneys At Law, PC

- **Sponsor EIN:** 742863594

- **Sponsor Address:** 512 E. 11TH ST, AUSTIN, TX, 78701

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

- **Total Participants:** 238

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|238|$7.1M|$215,811|$645,992|

| 2023|244|$6.0M|$205,799|$676,003|

| 2022|210|$4.5M|$197,976|$645,213|

## 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|

| ATLASMARK FINANCIAL, INC|INVESTMENT ADVISOR|$19,576|—|$19,576|

| EMPLOYEE INCENTIVE PLANS, INC|TPA, RECORDKEEPER|$16,966|—|$16,966|

| PEGGY S. EDGE, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PEGGY S. EDGE, CPA, LLC](https://planprovider.pro/provider/peggy-s-edge-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,542

- **Estimated Expense Ratio:** 0.512% 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|$59,863|$19,576|—|—|—|

| 2023|$46,507|$15,225|—|—|—|

| 2022|$39,927|$12,950|$13,450|—|—|

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