How big is DUO Group, LLC's plan?

DUO Group, LLC's plan reported $559K in assets and 9 participants for 2025.

Original filing (PDF)20260311133928NAL0005894178001

DUO Group, LLC

Name: DUO Group, LLC — DUO Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: DUO Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DUO Group, LLC 401(k) Plan

401(k) retirement plan · DUO Group, LLC's DUO Group, LLC 401(k) Plan held $559K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$559K

Net assets (EOY)

$559K

People on this filing

Marcie Lyons signed DUO Group, LLC's 2025 Form 5500 as plan administrator.

Marcie Lyons — 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

DUO Group, LLC's EIN is 27-1776226.

EIN 27-1776226

Plan number 001

Plan year 2025

ACK ID 20260311133928NAL0005894178001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DUO Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

DUO GROUP, LLC

EIN

all filings

Address

98 W. CENTER STREET · LOGAN, UT · 84321

Phone

(435) 755-6993

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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