How big is GREG Duncan Insurance Agency LLC's plan?

GREG Duncan Insurance Agency LLC's plan reported $709K in assets and 6 participants for 2024.

Original filing (PDF)20250523150939NAL0003058211001

GREG Duncan Insurance Agency LLC

Name: GREG Duncan Insurance Agency LLC — GREG Duncan, Form 5500 (2024)
Creator: GREG Duncan Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GREG Duncan Insurance Agency 401(k) Plan

401(k) retirement plan · GREG Duncan Insurance Agency LLC's GREG Duncan Insurance Agency 401(k) Plan held $709K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

People on this filing

GREG Duncan signed GREG Duncan Insurance Agency LLC's 2024 Form 5500 as plan administrator.

GREG Duncan — Plan Administrator — Form 5500 signer
GREG Ducnan — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GREG Duncan Insurance Agency LLC's EIN is 46-1579974.

EIN 46-1579974

Plan number 001

Plan year 2024

ACK ID 20250523150939NAL0003058211001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GREG Duncan Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GREG Duncan Insurance Agency LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score