The Dunnion Law Firm, A.P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Dunnion Law Firm, A.P.C.
  • Sponsor EIN: 770168574
  • Sponsor Address: 2711 GARDEN ROAD, MONTEREY, CA, 93940
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $2.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$2.0M$0$106,752
202325$1.7M$0$82,807
202226$1.3M$0$110,317

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