Assets by plan
Share of aggregate retirement assets
Filings through .
Walter Duncan, Inc.
EIN 36-2331183UtilitiesLatest filing 2025
Plans
2
Retirement
2
$29.5M assets
Health & Benefits
0
Participants
72
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.5M assets / 72 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WALTER DUNCAN, INC. EMPLOYEES RETIREMENT PLAN
Traditional DB
Assets$20.6M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WALTER DUNCAN, INC. 401(K) PLAN
401(k)
Assets$8.9M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WALTER DUNCAN, INC. EMPLOYEES RETIREMENT PLAN | Traditional DB | $20.6M | 26 | 2025 |
| #002 | WALTER DUNCAN, INC. 401(K) PLAN | 401(k) | $8.9M | 46 | 2025 |
- #001 · Traditional DB · 202526
- #002 · 401(k) · 202546
Retirement plans