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DUNCAN HEIGHTS, INC. — DUNCAN HEIGHTS, INC. EMPLOYEE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260228182133NAL0000768099001
DUNCAN HEIGHTS, INC.
Form 5500-SF
FILING_RECEIVED
DUNCAN HEIGHTS, INC. EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Active participants
50
Accounts w/ balance
31
Plan assets (EOY)
$646K
Net assets (EOY)
$646K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DUNCAN HEIGHTS, INC.
.
Find decision makers
Plan sponsor
Name
DUNCAN HEIGHTS, INC.
EIN
42-1325730
Address
236 STATE STREET, PO BOX 444 · GARNER, IA · 50438
Phone
(641) 923-3337
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-28
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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
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80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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