Sponsor portfolio
DUNHAM & ASSOCIATES HOLDINGS, INC.
EIN 33-0883545Management of Companies and EnterprisesLatest filing 2025
Plans
1
Retirement
1
$14.5M assets
Welfare
0
Participants
108
6256 GREENWICH DRIVE STE. 550 - SAN DIEGO, CA 92122858-964-0500
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUNHAM & ASSOCIATES HOLDINGS, INC. 401(K) PLAN | 401k | $14.5M | 108 | 2025 |
Retirement plans