How big is Duncan & Haley, Ltd.'s plan?

Duncan & Haley, Ltd.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250820153821NAL0005909344001

Duncan & Haley, Ltd.

Name: Duncan & Haley, Ltd. — Duncan & Haley, Ltd. 401(k), Form 5500 (2024)
Creator: Duncan & Haley, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan & Haley, Ltd. 401(k) Plan

401(k) retirement plan · Duncan & Haley, Ltd.'s Duncan & Haley, Ltd. 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John Haley signed Duncan & Haley, Ltd.'s 2024 Form 5500 as plan administrator.

John Haley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Duncan & Haley, Ltd.'s EIN is 02-0532349.

EIN 02-0532349

Plan number 001

Plan year 2024

ACK ID 20250820153821NAL0005909344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duncan & Haley, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan & Haley, Ltd.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCAN & HALEY, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score