Original filing (PDF)20250530110918NAL0008026241001

DUVALL ROEDER INVESTMENT GROUP INC

Name: DUVALL ROEDER INVESTMENT GROUP INC — DUVALL ROEDER INVESTMENT GROUP INC 401K, Form 5500 (2024)
Creator: DUVALL ROEDER INVESTMENT GROUP INC

Form 5500-SF

FILING_RECEIVED

DUVALL ROEDER INVESTMENT GROUP INC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

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 DUVALL ROEDER INVESTMENT GROUP INC.

Plan sponsor

Name

DUVALL ROEDER INVESTMENT GROUP INC

EIN

99-4107122all filings

Address

1818 EAST 9TH ST. · TRENTON, MO · 64683

Phone

(660) 359-5687

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator