Original filing (PDF)20250415220925NAL0004128289086

DUART MULL MANAGEMENT ADVISORY SERVICES, LLC

Name: DUART MULL MANAGEMENT ADVISORY SERVICES, LLC — DUART MULL MANAGEMENT ADVISORY SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DUART MULL MANAGEMENT ADVISORY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

DUART MULL MANAGEMENT ADVISORY SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

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 (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUART MULL MANAGEMENT ADVISORY SERVICES, LLC.

Plan sponsor

Name

DUART MULL MANAGEMENT ADVISORY SERVICES, LLC

EIN

84-4192964

Address

1230 PEACHTREE ST NE · SUITE 3540 · ATLANTA, GA · 30309

Phone

(404) 891-1700

Industry

Finance & Insurancesee all

Plan administrator