How big is CARR & DUFF, LLC's plan?

CARR & DUFF, LLC's plan reported $13.2M in assets and 89 participants for 2024.

Original filing (PDF)20260107142500NAL0008164209001

CARR & DUFF, LLC

Name: CARR & DUFF, LLC — CARR & DUFF, LLC 401(k), Form 5500 (2024)
Creator: CARR & DUFF, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CARR & DUFF, LLC 401(k) Retirement Plan

401(k) retirement plan · CARR & DUFF, LLC's CARR & DUFF, LLC 401(k) Retirement Plan held $13.2M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

People on this filing

Valarie Cofield signed CARR & DUFF, LLC's 2024 Form 5500 as plan administrator.

Valarie Cofield — 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

CARR & DUFF, LLC's EIN is 23-1569948.

EIN 23-1569948

Plan number 002

Plan year 2024

ACK ID 20260107142500NAL0008164209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CARR & DUFF, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CARR & DUFF, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CARR & DUFF, LLC.

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Plan health score

Above-average plan

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

Knocking points off