Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DUNCAN BOLT
EIN 33-0304515consumer servicesLatest filing 2024
Plans
2
Retirement
2
$25.1M assets
Welfare
0
Participants
140
8535 DICE ROAD - SANTA FE SPRINGS, CA 90670562-698-8800duncanbrosinc.comLinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.1M assets / 140 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
DUNCAN BOLT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.3M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DUNCAN BOLT COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DUNCAN BOLT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.3M | 70 | 2024 | |
| 001 | DUNCAN BOLT COMPANY 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 70 | 2024 |
Retirement plans