Plan Snapshot
- Plan Sponsor: J.L. Dunn & Company
- Sponsor EIN: 273183697
- Sponsor Address: 37 NORWOOD ST, BOSTON, MA, 02122
- Plan Type: 401(k)
- 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. |
|---|
| 2025 | 10 | $5.6M | $58,546 | $110,059 |
| 2024 | 10 | $5.6M | $58,546 | $110,059 |
| 2023 | 9 | $2.7M | $45,431 | $105,415 |
| 2022 | 10 | $1.6M | $41,880 | $118,354 |
| 2021 | 9 | $1.2M | $29,816 | $73,988 |