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Original filing (PDF)20251009170709NAL0016716530001
DUCKER RESEARCH N.A. LLC
Form 5500
FILING_RECEIVED
DUCKER CARLISLE LLC 401(K) PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
162
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUCKER RESEARCH N.A. LLC.
Plan sponsor
Name
DUCKER RESEARCH N.A. LLC
EIN
20-5456014
Address
1250 MAPLELAWN DR. · TROY, MI · 48084
Phone
(248) 644-0086
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHLAUPITZ MADHAVEN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $42K | — |
Investments
56 direct securities· $20.0M(100% of reported assets)
Uncategorized
$19.8M
55 holdings
Mutual Funds
$122K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2035 Fund Class K6 | — | — | — | $3.6M | 18.0% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K6 | — | — | — | $2.5M | 12.4% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K6 | — | — | — | $2.0M | 9.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.9M | 9.5% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K6 | — | — | — | $1.7M | 8.6% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K6 | — | — | — | $830K | 4.1% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K6 | — | — | — | $748K | 3.7% | |
| Fidelity Investments Fidelity Growth Discovery Fund | — | — | — | $559K | 2.8% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K6 | — | — | — | $497K | 2.5% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $420K | 2.1% | |
| Fidelity Investments Fidelity Freedom 2065 Fund Class K6 | — | — | — | $344K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K6 | — | — | — | $343K | 1.7% | |
| JPMorgan U.S. Equity Fund Class R6 | — | — | — | $336K | 1.7% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $331K | 1.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $228K | 1.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market Fund Class K6 | — | — | — | $225K | 1.1% | |
| Fidelity Investments Fidelity Mid-Cap Stock Fund | — | — | — | $214K | 1.1% | |
| Fidelity Investments Fidelity Value Strategies Fund | — | — | — | $211K | 1.1% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $201K | 1.0% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | — | — | — | $164K | 0.8% | |
| Fidelity Investments Fidelity Overseas Fund | — | — | — | $150K | 0.8% | |
| PGIM Investments PGIM Total Return Bond Fund -Class R6 | — | — | — | $148K | 0.7% | |
| Fidelity Investments Fidelity International Growth Fund | — | — | — | $147K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $146K | 0.7% | |
| Columbia Threadneedle Columbia Small Cap Value Fund II Institutional 3 Class | — | — | — | $140K | 0.7% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | — | — | — | $139K | 0.7% | |
| Fidelity Investments Fidelity Puritan Fund 291 * Fidelity Investments Fidelity Investment Grade Bond Fund | — | — | — | $138K | 0.7% | |
| Franklin Templeton Investements Putnam International Value Fund Class R6 | — | — | — | $138K | 0.7% | |
| Fidelity Investments Fidelity Environment and Alternative Energy Fund | — | — | — | $127K | 0.6% | |
| T Rowe Price T. Rowe Price Health Sciences Fund I Class | Mutual Funds | — | — | $122K | 0.6% | |
| MFS International Growth Fund Class R6 | — | — | — | $118K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $114K | 0.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $108K | 0.5% | |
| Fidelity Investments 1105Fidelity Select Software and IT Services Portfolio | — | — | — | $106K | 0.5% | |
| MFS Mid Cap Value Fund Class R3 | — | — | — | $102K | 0.5% | |
| Conestoga Capital Advisors Conestoga Small Cap Fund Investors Class | — | — | — | $102K | 0.5% | |
| BlackRock Equity Dividend Fund Institutional Shares | — | — | — | $88K | 0.4% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $75K | 0.4% | |
| BlackRock Natural Resources Trust Institutional Shares | — | — | — | $74K | 0.4% | |
| Participant Loans Notes Receivable from Participants Interest rates from 9.50% to 9.50% -0- | — | — | — | $59K | 0.3% | |
| Fidelity Investments Fidelity Short-Term Bond Index Fund | — | — | — | $40K | 0.2% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio Fund | — | — | — | $32K | 0.2% | |
| Fidelity Investments Fidelity Value Fund 122 * Fidelity Investments Fidelity OTC Portfolio Fund | — | — | — | $31K | 0.2% | |
| Alliance Bernstein Investments AB Global Bond Fund Class AAB Global Bond Fund C | — | — | — | $28K | 0.1% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $22K | 0.1% | |
| Fidelity Investments Fidelity Small Cap Value Fund | — | — | — | $21K | 0.1% | |
| Fidelity Investments Fidelity Mid Cap Value Index Fund | — | — | — | $18K | <0.1% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $16K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Value Index Fund | — | — | — | $13K | <0.1% | |
| BlackRock Emerging Markets Fund, Inc. K Shares | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Focused Stock Fund | — | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Equity-Income Fund | — | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Equity Dividend Income Fund | — | — | — | $6K | <0.1% | |
| Columbia Threadneedle Columbia Select Mid Cap Value Fund Institutional 2 Class | — | — | — | $4K | <0.1% | |
| iShares Investments iShares MSCI EAFE International Index Fund Class K | — | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Growth Index Fund | — | — | — | $1K | <0.1% |
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