Original filing (PDF)20260619051607NAL0002418995001

COST Segregation Services LLC DBA Duffy+Duffy COST Segregati

Name: COST Segregation Services LLC DBA Duffy+Duffy COST Segregati — Form 5500 Plan 001 (2025)
Creator: COST Segregation Services LLC DBA Duffy+Duffy COST Segregati
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COST Segregation Services, LLC 401(k) Retirement Plan

401(k) retirement plan · COST Segregation Services LLC DBA Duffy+Duffy COST Segregati's COST Segregation Services, LLC 401(k) Retirement Plan held $199K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

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

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 COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATI.

Plan sponsor

Name

COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATI

EIN

85-0767729all filings

Address

1991 CROCKER RD. · SUITE 600 · WESTLAKE, OH · 44145

Phone

(440) 273-5325

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator