Original filing (PDF)20251229132658NAL0010221363001

DUNCOR INVESTMENTS LLC

Name: DUNCOR INVESTMENTS LLC — DUNCOR INVESTMENTS LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: DUNCOR INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

DUNCOR INVESTMENTS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCOR INVESTMENTS LLC.

Plan sponsor

Name

DUNCOR INVESTMENTS LLC

EIN

27-4908919all filings

Address

318 W. MAIN ST. · LEBANON, KY · 40033

Phone

(859) 588-0263

Industry

Retail Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

R&E AUTO SALES INC

R&E AUTO SALES INC 401K

$5K · 1 participants

BANKS MOTORS INC

BANKS MOTORS INC MCF BENEFIT PLAN

$6K · 3 participants

PALMETTO STATE MOTORS LLC

PALMETTO STATE MOTORS LLC 401(K) PLAN

$6K

ODILIO VARGAS

ODILIO VARGAS 401K PROFIT SHARING PLAN AND TRUST

$6K · 3 participants

ALLSTAR AUTO SERVICES LLC

ALLSTAR AUTO SERVICES 401(K) PLAN

$5K · 8 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.