Plan Ledger DOL Form 5500 · updated monthly

Duncan & Son Lines, Inc.401(k)

DUNCAN TRUCKING LTD. 401(K) PROFIT SHARING PLAN AND TRUST · BUCKEYE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Duncan & Son Lines, Inc. reported $167,130 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,430 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.34% to 1.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 422nd-largest of 1,285 plans among Arizona employers on file, and the 1,771st of 5,215 in retail trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,348,596
Participants with balances746
Active participants454
Employer contributions$1,103,199
Employee contributions$1,749,571
Employer contribution per active participant$2,430
Average account balance$21,915
Benefits paid to participants$1,081,771
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 746 accts · $1.1M emplr
2023$12.9M · 715 accts · $1.0M emplr
2022$9.7M · 726 accts · $992K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,766
Investment management$38,364
Total administrative$167,130
The Duncan & Son Lines, Inc. 401(k) match · 2024
Employer contribution per active participant$2,430
Median for plans this size$2,416
2024$2,430 per active participant
2023$2,493 per active participant
2022$2,270 per active participant

Duncan & Son Lines, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$12,902
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$35,522
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$2,842

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$167,130 · 1.14%
2023$142,710 · 1.26%
2022$129,617 · 1.34%
Similar plansRetail Trade · Arizona
Copenhagen Imports, Inc. AZ$18.7M · 0.01%
Ceh Automotive Corp. AZ$18.1M · 0.19%
Sands Motor Company AZ$17.5M · 0.30%
Stateserv Medical LLC AZ$17.5M · 0.04%
Frontier Technology, LLC AZ$14.0M · 0.45%
Coulter Cadillac, Inc. AZ$13.9M · 0.60%
Ers Investments, LLC AZ$12.7M · 1.18%
Route 66 Motorsports, LLC AZ$12.6M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860255867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.