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Sponsor portfolio

DUFFY & CARDWELL, LLP

EIN 72-1524887-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
10200 RICHMOND AVENUE, SUITE 252 - HOUSTON, TX 77042713-621-8147
Plans on this EIN
2 filings
#001401k-$1.3M - 3 part#002CashBalance-$264K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CARDWELL, LLP 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARDWELL, LLP 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DUFFY & CARDWELL, LLP 401(K) PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DUFFY & CARDWELL, LLP CASH BALANCE PLAN

CashBalance

Assets$264K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DUFFY & CARDWELL, LLP 401(K) PLAN401k$1.3M32025
002DUFFY & CARDWELL, LLP CASH BALANCE PLANCashBalance$264K32024
Retirement plans
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