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DON DUFFY ARCHITECTURE, INC. — DON DUFFY ARCHITECTURE 401K PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240729162329NAL0041644946001
DON DUFFY ARCHITECTURE, INC.
Form 5500-SF
FILING_RECEIVED
DON DUFFY ARCHITECTURE 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DON DUFFY ARCHITECTURE, INC.
.
Find decision makers
Plan sponsor
Name
DON DUFFY ARCHITECTURE, INC.
EIN
56-2055974
Address
301 PROVIDENCE RD. · CHARLOTTE, NC · 28207
Phone
(704) 358-1878
Industry
Professional & Technical Services
see all
Plan administrator
Name
DON DUFFY ARCHITECTURE
EIN
56-2055974
City
CHARLOTTE, NC
Phone
(704) 358-1878
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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SPERIDES REINERS ARCHITECTS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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