How big is DUO Forte, Inc.'s plan?

DUO Forte, Inc.'s plan reported $96K in assets and 9 participants for 2022.

Original filing (PDF)20231016195010NAL0078030338002

DUO Forte, Inc.

Name: DUO Forte, Inc. — DUO Forte, Inc. 401(k) Plan, Form 5500 (2022)
Creator: DUO Forte, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUO Forte, Inc. 401(k) Plan

401(k) retirement plan · DUO Forte, Inc.'s DUO Forte, Inc. 401(k) Plan held $96K in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

Plan identifiers

DUO Forte, Inc.'s EIN is 20-4717948.

EIN 20-4717948

Plan number 002

Plan year 2022

ACK ID 20231016195010NAL0078030338002

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for DUO Forte, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

DUO Forte, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DUO FORTE, INC.

EIN

all filings

Address

350 LAURELWOOD RD. · SANTA CLARA, CA · 95054

Phone

(650) 213-6513

Industry

Real Estate

Plan administrator