The Dune Company Of Yuma 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Dune Company Of Yuma
  • Sponsor EIN: 860810744
  • Sponsor Address: 370 S MAIN ST, YUMA, AZ, 853642312
  • Plan Type: 401(k)
  • Total Participants: 40
  • Total Assets: $5.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202440$5.8M$97,343$294,931
202335$4.8M$91,827$269,631
202235$3.8M$86,850$228,075

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