# Edgar, Dunn &amp; Company 401(k) Plan
Source: https://planprovider.pro/companies/edgar-dunn-company-401k-plan

> Edgar, Dunn &amp; Company&#39;s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edgar, Dunn & Company

- **Sponsor EIN:** 522243214

- **Sponsor Address:** 2 EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111

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

- **Total Participants:** 7

- **Total Assets:** $7.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|7|$7.7M|$42,455|$65,045|

| 2023|6|$6.3M|$49,245|$91,199|

| 2022|6|$4.5M|$43,494|$80,087|

## Similar Plans

- [Jayco Premium Finance Of California, INC.](https://planprovider.pro/companies/jayco-premium-finance-of-california-inc-plan-003) — 7 participants

- [Peninsula Wealth LLC](https://planprovider.pro/companies/peninsula-wealth-llc-401k-plan) — 7 participants

- [Superior Medical Group, A Professional Corporation](https://planprovider.pro/companies/superior-medical-group-a-professional-corporation-plan) — 7 participants

- [Sierra Pacific Resources, INC.](https://planprovider.pro/companies/sierra-pacific-resources-inc-plan) — 7 participants

- [Assia, INC.](https://planprovider.pro/companies/assia-inc-401k-plan) — 7 participants

- [Interwest Venture Management Co.](https://planprovider.pro/companies/interwest-venture-management-co-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edgar-dunn-company-401k-plan)

&copy; 2026 PlanProvider.Pro
