# J.L. Dunn & Company 401(k) Plan
Source: https://planprovider.pro/companies/j-l-dunn-company-273183697-001

> J.L. Dunn & Company's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.L. Dunn & Company

- **Sponsor EIN:** 273183697

- **Sponsor Address:** 37 NORWOOD ST, BOSTON, MA, 02122

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

- **Plan Number:** 001

- **Total Participants:** 10

- **Total Assets:** $5.6M

## 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|10|$5.6M|$58,546|$110,059|

| 2023|9|$2.7M|$45,431|$105,415|

| 2022|10|$2.3M|$43,391|$101,728|

| 2021|10|$1.6M|$41,880|$118,354|

| 2020|9|$1.2M|$29,816|$73,988|

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