COST Segregation Services LLC DBA Duffy+Duffy COST Segregati 401(k) Plan
What public Form 5500 filings show about the COST Segregation Services LLC DBA Duffy+Duffy COST Segregati 401(k) plan — and how to find and check your own account.
The COST Segregation Services LLC DBA Duffy+Duffy COST Segregati 401(k) on its latest Form 5500
COST Segregation Services LLC DBA Duffy+Duffy COST Segregati (EIN 85-0767729) reports COST SEGREGATION SERVICES, LLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $199K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full COST Segregation Services LLC DBA Duffy+Duffy COST Segregati filing — schedules, fees, and providers.
Who runs the COST Segregation Services LLC DBA Duffy+Duffy COST Segregati 401(k)?
COST Segregation Services LLC DBA Duffy+Duffy COST Segregati’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask COST Segregation Services LLC DBA Duffy+Duffy COST SegregatiHR for the recordkeeper’s name and login.
How to check your COST Segregation Services LLC DBA Duffy+Duffy COST Segregati 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COST Segregation Services LLC DBA Duffy+Duffy COST Segregati HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).