Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALTER DUNCAN, INC.
EIN 36-2331183UtilitiesLatest filing 2025
Plans
2
Retirement
2
$29.5M assets
Welfare
0
Participants
72
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.5M assets / 72 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#001
WALTER DUNCAN, INC. EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$20.6M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WALTER DUNCAN, INC. 401(K) PLAN
401k
Assets$8.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALTER DUNCAN, INC. EMPLOYEES RETIREMENT PLAN | TraditionalDB | $20.6M | 26 | 2025 | |
| 002 | WALTER DUNCAN, INC. 401(K) PLAN | 401k | $8.9M | 46 | 2025 |
Retirement plans