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Original filing (PDF)20251013114017NAL0000545731001
DUIT HOLDINGS
Form 5500
FILING_RECEIVED
DUIT HOLDINGS 401(K) PLAN
401(k) retirement plan
Active participants
495
Accounts w/ balance
126
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUIT HOLDINGS.
Plan sponsor
Name
DUIT HOLDINGS
EIN
20-8138544
Address
6250 INDUSTRIAL BLVD · EDMOND, OK · 73034
Phone
(405) 340-6026
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | ADVISOR | $0 | — |
Investments
34 direct securities· $10.7M(100% of reported assets)
Uncategorized
$8.4M
33 holdings
Mutual Funds
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| and Money Market Mutual Funds * FA Freedom 2030 | Mutual Funds | — | $160K | $2.3M | 21.3% | |
| FA Freedom 2035 | — | — | $123K | $1.8M | 16.9% | |
| FA Freedom 2025 | — | — | $73K | $923K | 8.6% | |
| FA Freedom 2050 | — | — | $55K | $742K | 6.9% | |
| FA Freedom 2040 | — | — | $39K | $642K | 6.0% | |
| FA Freedom 2020 | — | — | $53K | $624K | 5.8% | |
| First Eagle Global | — | — | $9K | $599K | 5.6% | |
| FA Freedom 2045 | — | — | $32K | $432K | 4.0% | |
| FA Freedom 2010 | — | — | $30K | $315K | 2.9% | |
| FA New Insights | — | — | $6K | $239K | 2.2% | |
| Victory Sycamore Established Value | — | — | $5K | $220K | 2.1% | |
| PGIM Jennison Mid-Cap | — | — | $13K | $194K | 1.8% | |
| FA Freedom 2055 | — | — | $12K | $177K | 1.7% | |
| Lord Abbett Fundamental Equity | — | — | $12K | $177K | 1.7% | |
| Notes Receivable From Participants Various plan participants; 4.25% to 9.50% interest rates; maturing through January 2030 | — | — | — | $149K | 1.4% | |
| INVS Develop Mkt | — | — | $4K | $149K | 1.4% | |
| IS S&P 500 IDX 200 | — | — | — | $137K | 1.3% | |
| Columbia Mid-Cap Index | — | — | $7K | $101K | 0.9% | |
| Columbia Large-Cap Index | — | — | $2K | $95K | 0.9% | |
| BlackRock Health Sciences Opps | — | — | $1K | $88K | 0.8% | |
| BlackRock Energy Opps | — | — | $6K | $81K | 0.8% | |
| Calamos Growth | — | — | $2K | $76K | 0.7% | |
| VRS Value | — | — | $2K | $61K | 0.6% | |
| FA Equity Income | — | — | $2K | $60K | 0.6% | |
| Pioneer Mid-Cap | — | — | $2K | $57K | 0.5% | |
| BlackRock Equity Dividend | — | — | $3K | $48K | 0.5% | |
| Columbia Small-Cap Index | — | — | $2K | $48K | 0.4% | |
| VRS Sci & Tech | — | — | $2K | $41K | 0.4% | |
| Templeton Foreign | — | — | $5K | $39K | 0.4% | |
| FA Freedom 2060 | — | — | $2K | $29K | 0.3% | |
| MFS International Intrinsic Value 646 | — | — | — | $23K | 0.2% | |
| Fidelity Government Money Market Fund | — | — | $21K | $21K | 0.2% | |
| FA Freedom 2065 | — | — | $1K | $13K | 0.1% | |
| FA Capital & Income | — | — | $1K | $13K | 0.1% |
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