Jesse Monts signed Duncan Supply Company Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duncan Supply Company Inc.'s EIN is 35-0814590.
Download the official 2024 Form 5500 (PDF) for Duncan Supply Company Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duncan Supply Company Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7.3M | 94.5% | |
| Nuveen Lifecycle Idx 2035 R6 | Common Collective Trusts | — | — | $1.5M | 18.7% | |
| Nuveen Lifecycle Idx 2025 R6 | Common Collective Trusts | — | — | $1.1M | 13.8% | |
| Nuveen Lifecycle Idx 2030 R6 | Common Collective Trusts | — | — | $892K | 11.5% | |
| Nuveen Lifecycle Idx 2045 R6 | Common Collective Trusts | — | — | $757K | 9.7% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $511K | 6.6% | |
| Nuveen Lifecycle Idx 2040 R6 | Common Collective Trusts | — | — | $481K | 6.2% | |
| Nuveen Lifecycle Idx 2015 R6 | Common Collective Trusts | — | — | $389K | 5.0% | |
| Nuveen Lifecycle Idx 2050 R6 | Common Collective Trusts | — | — | $348K | 4.5% | |
| Nuveen Lifecycle Idx 2020 R6 | Common Collective Trusts | — | — | $310K | 4.0% | |
| Participant Loans (Notes Receivable from Participants) 5.25% - 9.75% - | Bonds / Notes | — | — | $219K | 2.8% | |
| Contracts * American United Life Ins Co AUL Stable Value Account | Insurance Contracts | — | — | $210K | 2.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $193K | 2.5% | |
| Nuveen Lifecycle Idx 2055 R6 | Common Collective Trusts | — | — | $180K | 2.3% | |
| Blackrock Total Return K | Other securities | — | — | $123K | 1.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $110K | 1.4% | |
| Nuveen Lifecycle Idx 2060 R6 | Common Collective Trusts | — | — | $105K | 1.3% | |
| Nuveen Lifecycle Idx 2065 R6 | Common Collective Trusts | — | — | $84K | 1.1% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $78K | 1.0% | |
| Fidelity Large Cap Gro Idx | Common Collective Trusts | — | — | $54K | 0.7% | |
| Fidelity Adv Smcap Value Z | Mutual Funds | — | — | $52K | 0.7% | |
| Vanguard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $44K | 0.6% | |
| FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $38K | 0.5% | |
| Year Late to Plan Corrected VFCP in VFCP PTE 2002-51 2023 | Other securities | — | $27K | $27K | 0.4% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $27K | 0.3% | |
| Investments Held in Pooled Separate Accounts * American Funds American Balanced R6 | Pooled Separate Accounts | — | — | $20K | 0.3% | |
| Goldman Sachs Int Eq Insi R6 | Other securities | — | — | $10K | 0.1% | |
| Vanguard Int-Tem Bond Idx Adm | Common Collective Trusts | — | — | $5K | <0.1% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $1K | <0.1% | |
| Nuveen Lifecycle Idx 2010 R6 | Common Collective Trusts | — | — | $1K | <0.1% |
