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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

DUNCAN INVESTMENT ADVISORS, INC. 401(k) Plan

What public Form 5500 filings show about the DUNCAN INVESTMENT ADVISORS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$0
Participants
0
Plans on file
1

The DUNCAN INVESTMENT ADVISORS, INC. 401(k) on its latest Form 5500

DUNCAN INVESTMENT ADVISORS, INC. (EIN 45-0596877) reports DUNCAN FINANCIAL SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full DUNCAN INVESTMENT ADVISORS, INC. filing — schedules, fees, and providers.

Who runs the DUNCAN INVESTMENT ADVISORS, INC. 401(k)?

DUNCAN INVESTMENT ADVISORS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DUNCAN INVESTMENT ADVISORS, INC.HR for the recordkeeper’s name and login.

How to check your DUNCAN INVESTMENT ADVISORS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask DUNCAN INVESTMENT ADVISORS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: DUNCAN INVESTMENT ADVISORS, INC. — all Form 5500 filings (EIN 45-0596877) · California employer EIN lookup · Form 5500 search
DUNCAN INVESTMENT ADVISORS, INC. 401(k) Plan — Form 5500