How big is Duffy Financial, LLC's plan?

Duffy Financial, LLC's plan reported $394K in assets and 13 participants for 2023.

Original filing (PDF)20240822084949NAL0008686416001

Duffy Financial, LLC

Name: Duffy Financial, LLC — Duffy Financial 401(k) Plan, Form 5500 (2023)
Creator: Duffy Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duffy Financial 401(k) Plan

401(k) retirement plan · Duffy Financial, LLC's Duffy Financial 401(k) Plan held $394K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

Plan identifiers

Duffy Financial, LLC's EIN is 46-1607026.

EIN 46-1607026

Plan number 001

Plan year 2023

ACK ID 20240822084949NAL0008686416001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Duffy Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUFFY FINANCIAL, 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

Helping the score