Form 5500 Search
Back to filter
Original filing (PDF)20231102210744NAL0009824163001

DUNCAN ENTERPRISES, INC.

Form 5500
FILING_RECEIVED
DUNCAN ENTERPRISES 401K PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNCAN ENTERPRISES, INC..
Plan sponsor
Name
DUNCAN ENTERPRISES, INC.
EIN
94-1322399
Address
5673 E. SHIELDS AVENUE · FRESNO, CA · 93727
Phone
(559) 291-4444
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-06-01
Tax period
2023-05-31
Filed
2023-11-02
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$138—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MOSS ADAMS LLP91-0189318—CONSULTANT$9K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
MIP CL 1
FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024
Common Collective Trust
$0—

Related plans

Other plans using MOSS ADAMS LLP
PACIFIC GAS AND ELECTRIC COMPANY
PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN
$17.6B · 28,573 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
TWDC ENTERPRISES 18 CORP.
DISNEY SALARIED PENSION PLAN D
$10.4B · 9,470 participants
QUALCOMM INCORPORATED
QUALCOMM INCORPORATED EMPLOYEE SAVINGS AND RETIREMENT PLAN
$9.7B · 13,500 participants
WARNER BROS. DISCOVERY, INC.
WARNER BROS. DISCOVERY 401(K) SAVINGS PLAN
$8.1B · 17,534 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
$6.5B · 18,579 participants
Similar-size Manufacturing plans
RBR QUALITY COATING LLC
RBR QUALITY COATING LLC 401(K) PLAN
$0
KELLEY TECHNICAL COATINGS INC
KELLEY TECHNICAL COATINGS INC CBS BENEFIT PLAN
$0
COLOR TONE PAINT, INC.
COLOR TONE PAINT 401(K) PLAN
$0
WIKOFF COLOR CORPORATION
WIKOFF COLOR CORP. 401(K) RETIREMENT PLAN
$0
GROCO SPECIALTY COATINGS COMPANY
GROCO SPECIALTY COATINGS COMPANY 401(K) PLAN
$0
DURA MARK, INC.
DURA MARK, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$0
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B