Original filing (PDF)20250618051443NAL0001221427001

DUGGAN REALTY ADVISORS, LLC

Name: DUGGAN REALTY ADVISORS, LLC — DUGGAN REALTY ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: DUGGAN REALTY ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

DUGGAN REALTY ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

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

Helping the score