JOI Barksdale signed Duncan Aviation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duncan Aviation, Inc.'s EIN is 47-0461109.
Download the official 2024 Form 5500 (PDF) for Duncan Aviation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duncan Aviation, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $338K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON | — | GREAT FALLS, MT | RETAINED BY CLIENT | $90K | — |
| FORVIS LLP | 44-0160260 | — | RETAINED BY CLIENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $71.2M | 16.0% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $69.3M | 15.5% | |
| Black Rock BlackRock Mid Cap Growth Equity Portfolio | Other securities | — | — | $31.8M | 7.1% | |
| Clear Bridge ClearBridge International Growth Fund | Other securities | — | — | $29.5M | 6.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $26.0M | 5.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $24.8M | 5.6% | |
| American Fund American Funds - American Balanced Fund Class R6 | Mutual Funds | — | — | $22.6M | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $19.4M | 4.4% | |
| New York Life New York Life Insurance Company Guaranteed Interest Account Guaranteed Investment Contract | Stable Value | — | — | $17.7M | 4.0% | |
| Metropolitan West Metropolitan West Total Return Bond Fund | Other securities | — | — | $16.4M | 3.7% | |
| J.P. Morgan JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $12.9M | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $11.4M | 2.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $11.2M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $11.0M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $8.8M | 2.0% | |
| Invesco Discovery Fund Class R6 | Mutual Funds | — | — | $7.4M | 1.7% | |
| Pacific Investment Management Company PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $7.2M | 1.6% | |
| American Century American Century Mid Cap Value Fund Class R6 | Other securities | — | — | $7.1M | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $7.0M | 1.6% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $6.5M | 1.5% | |
| Notes receivable from participants January 2025 and December 2034 | Other securities | — | — | $6.4M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $6.3M | 1.4% | |
| First Eagle Global First Eagle Global Fund Class R6 | Other securities | — | — | $4.8M | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $4.0M | 0.9% | |
| Black Rock BlackRock Emerging Markets Fund | Other securities | — | — | $3.6M | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $1.8M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $16K |
| — |
