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Original filing (PDF)20251006101818NAL0005838480001
DUNCAN SUPPLY CO.,INC.
Form 5500
FILING_RECEIVED
DUNCAN EMPLOYEES SECURITY PLAN
Defined-benefit pension plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
—
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American United Life Insurance Company BlackRock Total Return K" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNCAN SUPPLY CO.,INC..
Plan sponsor
Name
DUNCAN SUPPLY CO.,INC.
EIN
35-0814590
Address
910 N. ILLINOIS STREET · INDIANAPOLIS, IN · 462041054
Phone
(317) 634-1335
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $0 | — |
Investments
9 direct securities · 1 pooled fund· $24.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$12.4M
1 holding
Uncategorized
$12.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $12.4M | 92.6% | |
| American United Life Insurance Company BlackRock Total Return K | — | — | $3.7M | $3.9M | 28.8% | |
| American United Life Insurance Company Vanguard 500 Index Admiral Fund | — | — | $2.7M | $3.7M | 27.8% | |
| American United Life Insurance Company Vanguard Ttl Bd Mkt Idx Adm Fund | — | — | $1.4M | $1.4M | 10.7% | |
| American United Life Insurance Company Vanguard Dev Mkts Idx Adm Fund | — | — | $855K | $921K | 6.9% | |
| American United Life Insurance Company Goldman Sachs Int Eq Insi R6 | — | — | $641K | $723K | 5.4% | |
| Investments Held in Pooled Separate Accounts * American United Life Insurance Company Fidelity Adv Small Cap Value Z | — | — | $428K | $536K | 4.0% | |
| American United Life Insurance Company Janus Henderson Triton N | — | — | $428K | $505K | 3.8% | |
| American United Life Insurance Company Schwab Pioneer Equity Inc K | — | — | $321K | $379K | 2.8% | |
| American United Life Insurance Company Vanguard US Growth Adm Fund | — | — | $214K | $332K | 2.5% |
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