Original filing (PDF)20250722135630NAL0003651984001

DURATION CAPITAL PARTNERS LLC

Name: DURATION CAPITAL PARTNERS LLC — DURATION CAPITAL PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: DURATION CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

DURATION CAPITAL PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$161K

Net assets (EOY)

$161K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DURATION CAPITAL PARTNERS LLC.

Plan sponsor

Name

DURATION CAPITAL PARTNERS LLC

EIN

99-0514567

Address

75 ROCKEFELLER PLAZA · SUITE 2900B · NEW YORK, NY · 10019

Phone

(917) 880-7270

Industry

Finance & Insurancesee all

Plan administrator

Name

FORUSALL INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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