Plan Ledger DOL Form 5500 · updated monthly

Duncan Supply Company Inc.401(k)

DUNCAN EMPLOYEES 401(K) SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Duncan Supply Company Inc. reported $3,034 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.56% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (1,003rd of 1,562), and 3,243rd of 4,246 in wholesale trade. active participation has grown from 145 to 168 since 2022.

Plan summary
Net assets, end of year$7,767,474
Participants with balances160
Active participants168
Employer contributions$0
Employee contributions$920,274
Employer contribution per active participant$0
Average account balance$48,547
Benefits paid to participants$894,023
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 160 accts
2023$6.9M · 140 accts
2022$6.3M · 139 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,034
Total administrative$3,034
The Duncan Supply Company Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Duncan Supply Company Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,084

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$3,034 · 0.04%
2023$15,199 · 0.23%
2022$36,931 · 0.56%
Similar plansWholesale Trade · Indiana
Probo Medical IN$9.1M · 0.20%
Indiana Oxygen Company IN$8.7M · 0.50%
New Carbon Company, LLC IN$8.6M · 0.63%
J.O. Mory, Inc. IN$7.7M · 0.92%
Robert Dietrick Co., Inc. IN$6.5M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 350814590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.