AUMdb

Duncaster, Inc. 401 K Retirement Plan

Sponsored by Duncaster, Inc. · EIN 061051218 · Plan #005

Total assets
$14.5M
Net assets
$14.5M
Active participants
291
With balances
354

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $11,114
Duncaster, Inc. Other fees $8,500
Voya Retirement Advisors, Llc Investment advisory (participants) $5,143