Duncan Bolt DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Duncan Bolt
  • Sponsor EIN: 330304515
  • Sponsor Address: 8535 DICE ROAD, SANTA FE SPRINGS, CA, 90670
  • Plan Type: DC
  • Total Participants: 59
  • Total Assets: $21.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202459$21.3M$686,296$0
202351$31.8M$844,881$0
202251$22.3M$738,606$0

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