# Duncan & Son Lines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/duncan-son-lines-inc-401k-plan

> Duncan & Son Lines, INC.'s 401(k) plan: 454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Duncan & Son Lines, INC.

- **Sponsor EIN:** 860255867

- **Sponsor Address:** 23860 W. HWY 85, BUCKEYE, AZ, 85326

- **Plan Type:** 401(k)

- **Total Participants:** 454

- **Total Assets:** $16.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|454|$16.3M|$1.1M|$1.7M|

| 2023|412|$12.9M|$1.0M|$1.6M|

| 2022|437|$9.7M|$991,884|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EDWARD D. JONES & CO., L.P.|RIA|$35,522|—|$35,522|

| JOHN HANCOCK LIFE INSURANCE CO USA|RECORDKEEPER|$12,902|—|$12,902|

| KIMBERLIN COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE CO USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [KIMBERLIN COMPANY, LLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,424

- **Estimated Expense Ratio:** 0.296% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$167,130|$38,364|$48,967|—|—|

| 2023|$142,710|—|$36,328|$37,006|—|

| 2022|$129,617|$129,617|—|—|—|

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