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  2. DUNN RUSH & CO. LLC
Sponsor portfolio

DUNN RUSH & CO. LLC

EIN 26-4551057-investment banking-Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
6
75 FEDERAL STREET, 21ST FL - BOSTON, MA 02110617-451-0001dunnrush.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 3 part#001401k-$1.2M - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CO. LLC PENSION (#002)70%
  • CO. LLC 401(K) (#001)30%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. LLC PENSION (#002)3
  • CO. LLC 401(K) (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUNN RUSH & CO. LLC PENSION PLAN

CashBalance

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DUNN RUSH & CO. LLC 401(K) PLAN

401k

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DUNN RUSH & CO. LLC PENSION PLANCashBalance$2.8M32025
001DUNN RUSH & CO. LLC 401(K) PLAN401k$1.2M32025
Retirement plans
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