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  2. Duncan Bolt
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

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Duncan Bolt

EIN 33-0304515-consumer services-Latest filing 2025
Plans
2
Retirement
2
$26.8M assets
Health & Benefits
0
Participants
137
8535 DICE ROAD - SANTA FE SPRINGS, CA 90670562-698-8800duncanbrosinc.comLinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filings
#003ESOP-$22.9M - 73 part#001401(k)-$3.9M - 64 part

Retirement portfolio analytics

2 plans aggregated / $26.8M assets / 137 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$22.9M
  • PROFIT SHARING PLAN (#001)$3.9M
Total $26.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)73
  • PROFIT SHARING PLAN (#001)64
Total 137Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

DUNCAN BOLT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.9M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

DUNCAN BOLT COMPANY 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.9M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003DUNCAN BOLT EMPLOYEE STOCK OWNERSHIP PLANESOP$22.9M732025
#001DUNCAN BOLT COMPANY 401(K) PROFIT SHARING PLAN401(k)$3.9M642025
  • DUNCAN BOLT EMPLOYEE STOCK OWNERSHIP PLAN$22.9M
    #003 · ESOP · 202573
  • DUNCAN BOLT COMPANY 401(K) PROFIT SHARING PLAN$3.9M
    #001 · 401(k) · 202564
Retirement plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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