What public Form 5500 filings show about the Dougherty Health Insurance Sales, LLC 401(k) plan — and how to find and check your own account.
Dougherty Health Insurance Sales, LLC (EIN 68-0445528) reports DHIS 401K RETIREMENT PLAN on its most recent Form 5500, with $1.4M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Dougherty Health Insurance Sales, LLC filing — schedules, fees, and providers.
Dougherty Health Insurance Sales, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dougherty Health Insurance Sales, LLCHR for the recordkeeper’s name and login.
