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DUNCAN-NEWMAN ASSOCIATES, LLC

EIN 81-2786347-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
6
30300 AGOURA ROAD, SUITE 280 - AGOURA HILLS, CA 91301818-964-0105LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.6M - 6 part

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Retirement#001

DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUNCAN-NEWMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN401k$1.6M62025
Retirement plans
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