How big is Ducker Research N.A. LLC's plan?

Ducker Research N.A. LLC's plan reported $20.0M in assets and 133 participants for 2024.

Original filing (PDF)20251009170709NAL0016716530001

Ducker Research N.A. LLC

Name: Ducker Research N.A. LLC — Ducker Carlisle LLC, Form 5500 (2024)
Creator: Ducker Research N.A. LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ducker Carlisle LLC 401(k) Plan

401(k) retirement plan · Ducker Research N.A. LLC's Ducker Carlisle LLC 401(k) Plan held $20.0M in plan assets for 133 participants in 2024, with Fidelity as recordkeeper.

Active participants

133

Accounts w/ balance

162

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

People on this filing

Martin Begley signed Ducker Research N.A. LLC's 2024 Form 5500 as plan administrator.

Martin Begley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ducker Research N.A. LLC's EIN is 20-5456014.

EIN 20-5456014

Plan number 004

Plan year 2024

ACK ID 20251009170709NAL0016716530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ducker Research N.A. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ducker Research N.A. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUCKER RESEARCH N.A. LLC.

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

DUCKER RESEARCH N.A. LLC

EIN

all filings

Address

1250 MAPLELAWN DR. · TROY, MI · 48084

Phone

(248) 644-0086

Industry

All Other Professional Services· Professional & Technical Services

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

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)

Mutual Funds

$15.5M

30 holdings

Common Collective Trusts

$3.2M

14 holdings

Other securities

$1.2M

10 holdings

Bonds / Notes

$59K

1 holding

Common Stocks

$13K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$3.6M	18.0%
Fidelity Investments Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$2.5M	12.4%
Fidelity Investments Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$2.0M	9.8%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.9M	9.5%
Fidelity Investments Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$1.7M	8.6%
Fidelity Investments Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$830K	4.1%
Fidelity Investments Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$748K	3.7%
Fidelity Investments Fidelity Growth Discovery Fund	Mutual Funds	—	—	$559K	2.8%
Fidelity Investments Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$497K	2.5%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$420K	2.1%
Fidelity Investments Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$344K	1.7%
Fidelity Investments Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$343K	1.7%
JPMorgan U.S. Equity Fund Class R6	Other securities	—	—	$336K	1.7%
Fidelity Investments Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$331K	1.7%
JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$228K	1.1%
Money Market Fund * Fidelity Investments Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$225K	1.1%
Fidelity Investments Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$214K	1.1%
Fidelity Investments Fidelity Value Strategies Fund	Mutual Funds	—	—	$211K	1.1%
Fidelity Investments Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$201K	1.0%
Fidelity Investments Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$164K	0.8%
Fidelity Investments Fidelity Overseas Fund	Mutual Funds	—	—	$150K	0.8%
PGIM Investments PGIM Total Return Bond Fund -Class R6	Other securities	—	—	$148K	0.7%
Fidelity Investments Fidelity International Growth Fund	Mutual Funds	—	—	$147K	0.7%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$146K	0.7%
Columbia Threadneedle Columbia Small Cap Value Fund II Institutional 3 Class	Other securities	—	—	$140K	0.7%
Fidelity Investments Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$139K	0.7%
Fidelity Investments Fidelity Puritan Fund 291 * Fidelity Investments Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$138K	0.7%
Franklin Templeton Investements Putnam International Value Fund Class R6	Mutual Funds	—	—	$138K	0.7%
Fidelity Investments Fidelity Environment and Alternative Energy Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$118K	0.6%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$114K	0.6%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$108K	0.5%
Fidelity Investments 1105Fidelity Select Software and IT Services Portfolio	Mutual Funds	—	—	$106K	0.5%
MFS Mid Cap Value Fund Class R3	Mutual Funds	—	—	$102K	0.5%
Conestoga Capital Advisors Conestoga Small Cap Fund Investors Class	Other securities	—	—	$102K	0.5%
BlackRock Equity Dividend Fund Institutional Shares	Other securities	—	—	$88K	0.4%
JPMorgan Mid Cap Growth Fund Class R6	Other securities	—	—	$75K	0.4%
BlackRock Natural Resources Trust Institutional Shares	Other securities	—	—	$74K	0.4%
Participant Loans Notes Receivable from Participants Interest rates from 9.50% to 9.50% -0-	Bonds / Notes	—	—	$59K	0.3%
Fidelity Investments Fidelity Short-Term Bond Index Fund	Common Collective Trusts	—	—	$40K	0.2%
Fidelity Investments Fidelity Real Estate Investment Portfolio Fund	Mutual Funds	—	—	$32K	0.2%
Fidelity Investments Fidelity Value Fund 122 * Fidelity Investments Fidelity OTC Portfolio Fund	Mutual Funds	—	—	$31K	0.2%
Alliance Bernstein Investments AB Global Bond Fund Class AAB Global Bond Fund C	Other securities	—	—	$28K	0.1%
Fidelity Investments Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$22K	0.1%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$21K	0.1%
Fidelity Investments Fidelity Mid Cap Value Index Fund	Common Collective Trusts	—	—	$18K	<0.1%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$16K	<0.1%
Fidelity Investments Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$13K	<0.1%
BlackRock Emerging Markets Fund, Inc. K Shares	Common Stocks	—	—	$13K	<0.1%