Duncan Trucking Ltd. 401(k) Profit Sharing Plan And Trust
Sponsored by Duncan & Son Lines, Inc. · EIN 860255867 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 454
- With balances
- 746
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $35,522 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $12,902 |
| Wilshire Associates Inc | Investment advisory (participants) | $2,842 |