How big is Duncan Area Economic Development Foundation's plan?

Duncan Area Economic Development Foundation's plan reported $663K in assets and 3 participants for 2024.

Original filing (PDF)20250721092741NAL0003228642001

Duncan Area Economic Development Foundation

Name: Duncan Area Economic Development Foundation — Form 5500 Plan 001 (2024)
Creator: Duncan Area Economic Development Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Area Economic Development 401(k) PSP

401(k) retirement plan · Duncan Area Economic Development Foundation's Duncan Area Economic Development 401(k) PSP held $663K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

People on this filing

Tracy N Punneo signed Duncan Area Economic Development Foundation's 2024 Form 5500 as plan administrator.

Tracy N Punneo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Duncan Area Economic Development Foundation's EIN is 73-0751819.

EIN 73-0751819

Plan number 001

Plan year 2024

ACK ID 20250721092741NAL0003228642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duncan Area Economic Development Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan Area Economic Development Foundation'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 DUNCAN AREA ECONOMIC DEVELOPMENT FOUNDATION.

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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