Original filing (PDF)20250623072027NAL0003586755001

COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATION

Name: COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATION — COST SEGREGATION SERVICES, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATION

Form 5500-SF

FILING_RECEIVED

COST SEGREGATION SERVICES, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

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 SEGREGATION.

Plan sponsor

Name

COST SEGREGATION SERVICES LLC DBA DUFFY+DUFFY COST SEGREGATION

EIN

85-0767729

Address

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

Phone

(440) 273-5325

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator