Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DUNN & ASSOCIATES
EIN 68-0406028Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
10
1901 OLYMPIC BOULEVARD SUITE 230 - WALNUT CREEK, CA 94596925-472-5850
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 10 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
DUNN & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DUNN & ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants5
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 | DUNN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $2.6M | 5 | 2025 | |
| 002 | DUNN & ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 5 | 2025 |
Retirement plans