Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
P. GRAHAM DUNN, INC.
EIN 34-1667697consumer goodsLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
277
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 277 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
P. GRAHAM DUNN, INC. 401(K) PLAN
401k
Assets$4.8M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
P. GRAHAM DUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21K
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | P. GRAHAM DUNN, INC. 401(K) PLAN | 401k | $4.8M | 102 | 2024 | |
| 002 | P. GRAHAM DUNN, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21K | 175 | 2024 |
Retirement plans
Welfare plans