Jesse Monts signed Duncan Supply Co.,Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duncan Supply Co.,Inc.'s EIN is 35-0814590.
Download the official 2024 Form 5500 (PDF) for Duncan Supply Co.,Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duncan Supply Co.,Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Stocks | — | $3.7M | $3.9M | 28.8% | |
| American United Life Insurance Company Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | $2.7M | $3.7M | 27.8% | |
| American United Life Insurance Company Vanguard Ttl Bd Mkt Idx Adm Fund | Common Collective Trusts | — | $1.4M | $1.4M | 10.7% | |
| American United Life Insurance Company Vanguard Dev Mkts Idx Adm Fund | Common Collective Trusts | — | $855K | $921K | 6.9% | |
| American United Life Insurance Company Goldman Sachs Int Eq Insi R6 | Common Stocks | — | $641K | $723K | 5.4% | |
| Investments Held in Pooled Separate Accounts * American United Life Insurance Company Fidelity Adv Small Cap Value Z | Pooled Separate Accounts | — | $428K | $536K | 4.0% | |
| American United Life Insurance Company Janus Henderson Triton N | Mutual Funds | — | $428K | $505K | 3.8% | |
| American United Life Insurance Company Schwab Pioneer Equity Inc K | Mutual Funds | — | $321K | $379K | 2.8% | |
| American United Life Insurance Company Vanguard US Growth Adm Fund | Mutual Funds | — | $214K | $332K | 2.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
