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DUNCAN MACKELLAR INSURANCE AGENCY, INC.

EIN 04-2081661-insurance-Latest filing 2025
Plans
1
Retirement
1
$5.4M assets
Welfare
0
Participants
4
835 BROAD STREET - E. WEYMOUTH, MA 021892030781-335-1170duncanmackellar.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#002ProfitSharing-$5.4M - 4 part

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Retirement#002

DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$5.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUSTProfitSharing$5.4M42025
Retirement plans
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