Plan Snapshot
- Plan Sponsor: Duncan Supply Co.,INC.
- Sponsor EIN: 350814590
- Sponsor Address: 910 N. ILLINOIS STREET, INDIANAPOLIS, IN, 462041054
- Plan Type: DB
- Total Participants: 141
- Total Assets: $13.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $13.4M | $2.0M | $0 |
| 2023 | 135 | $10.7M | $2.0M | $0 |
| 2022 | 130 | $7.8M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| DEAN DORTON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | $26,095 | — | $24,801 | — | — |
| 2022 | $73,810 | — | $73,810 | — | — |