Sponsor portfolio
DUNDON ADVISERS LLC
EIN 81-2910455financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
36
565 FIFTH AVE, 16TH FLOOR - NEW YORK, NY 10017212-859-2000dundon.comLinkedIn11-50 employeesfinancial services
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 | DUNDON ADVISERS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.2M | 36 | 2025 |
Retirement plans