Plan Snapshot
- Plan Sponsor: Duncaster, INC.
- Sponsor EIN: 061051218
- Sponsor Address: 40 LOEFFLER ROAD, BLOOMFIELD, CT, 06002
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 291 | $14.5M | $390,267 | $970,988 |
| 2023 | 296 | $14.6M | $473,301 | $817,742 |
| 2022 | 516 | $12.5M | $411,467 | $800,010 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
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 | $19,614 | $13,764 | $5,450 | — | — |
| 2023 | $16,796 | $10,296 | $6,350 | — | — |
| 2022 | $10,113 | — | — | — | — |