P 401(k) Plan Report

Stable plan record

DUNDAS WEALTH MANAGEMENT LLC 401(K) PLAN

Sponsored by DUNDAS WEALTH MANAGEMENT LLC · EIN/PN 880682777-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,628
Administrative cost per participant
2025
$10
Active participants
2025
5
Total plan assets
2025
$407,671
Participant loans as a share of assets
2025
11.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722220554NAL00100654750015$2,628
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.