Plan Snapshot
- Plan Sponsor: Dunleavy Financial Management, INC.
- Sponsor EIN: 463370861
- Sponsor Address: 16 MUIRFIELD COURT, MEDFORD, NJ, 08055
- Plan Type: DC
- Total Participants: 15
- Total Assets: $871,054
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $871,054 | $0 | $0 |
| 2023 | 14 | $851,004 | $0 | $0 |
| 2022 | 10 | $751,000 | $1,000 | $0 |