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  2. Dunn Financial Group

Filings through Oct 24, 2026.

Dunn Financial Group

EIN 04-3154495-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$381K assets
Health & Benefits
0
Participants
3
369 BROADWAY - EVERETT, MA 02149617-389-2211
Plans on this EIN
1 filing
#001401(k)-$381K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DUNN FINANCIAL GROUP RETIREMENT PLAN

401(k)

Assets$381K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DUNN FINANCIAL GROUP RETIREMENT PLAN401(k)$381K32025
  • DUNN FINANCIAL GROUP RETIREMENT PLAN$381K
    #001 · 401(k) · 20253
Retirement plans
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