Original filing (PDF)20241009132626NAL0009256307001

Duncan Management, LLC

Name: Duncan Management, LLC — Duncan Management, LLC Cash, Form 5500 (2023)
Creator: Duncan Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Management, LLC Cash Balance Plan

Defined-benefit pension plan · Duncan Management, LLC's Duncan Management, LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Duncan Management, LLC's EIN is 81-5211406.

EIN 81-5211406

Plan number 001

Plan year 2023

ACK ID 20241009132626NAL0009256307001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Duncan Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Duncan Management, LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCAN MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off