Plan Snapshot
- Plan Sponsor: Rl Dunham & Co., INC.
- Sponsor EIN: 452864513
- Sponsor Address: 16775 BEAUMONT BLVD, MEAD, CO, 80542
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $546,212
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. |
|---|
| 2023 | 1 | $546,212 | $0 | $0 |
| 2022 | 1 | $485,574 | $0 | $0 |
| 2020 | 5 | $585,447 | $5,457 | $9,215 |
| 2019 | 8 | $468,188 | $8,209 | $14,217 |
| 2018 | 5 | $304,447 | $8,069 | $15,470 |