How big is S.R. Duffie Consulting, LLC's plan?

S.R. Duffie Consulting, LLC's plan reported $330K in assets and 10 participants for 2024.

Original filing (PDF)20251014063458NAL0002293329001

S.R. Duffie Consulting, LLC

Name: S.R. Duffie Consulting, LLC — S.R. Duffie Consulting, Form 5500 (2024)
Creator: S.R. Duffie Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S.R. Duffie Consulting 401(k) Plan

401(k) retirement plan · S.R. Duffie Consulting, LLC's S.R. Duffie Consulting 401(k) Plan held $330K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

People on this filing

Todd Duffie signed S.R. Duffie Consulting, LLC's 2024 Form 5500 as plan administrator.

Todd Duffie — 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

S.R. Duffie Consulting, LLC's EIN is 47-1185703.

EIN 47-1185703

Plan number 001

Plan year 2024

ACK ID 20251014063458NAL0002293329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S.R. Duffie Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S.R. Duffie Consulting, 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 S.R. DUFFIE CONSULTING, 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