How big is Duncan Messersmith & Associates, Ltd.'s plan?

Duncan Messersmith & Associates, Ltd.'s plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250725151506NAL0017530178001

Duncan Messersmith & Associates, Ltd.

Name: Duncan Messersmith & Associates, Ltd. — Duncan, Form 5500 (2024)
Creator: Duncan Messersmith & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan, Messersmith & Associates, Ltd. Profit Sharing Plan

401(k) retirement plan · Duncan Messersmith & Associates, Ltd.'s Duncan, Messersmith & Associates, Ltd. Profit Sharing Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Duncan Messersmith & Associates, Ltd.'s EIN is 71-0579142.

EIN 71-0579142

Plan number 001

Plan year 2024

ACK ID 20250725151506NAL0017530178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duncan Messersmith & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan Messersmith & Associates, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCAN MESSERSMITH & ASSOCIATES, LTD..

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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