# Rl Dunham & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/rl-dunham-co-inc-401k-plan

> Rl Dunham & Co., INC.'s 401(k) plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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