DUNGEY DOUGHERTY PLLC 401(k) Plan
What public Form 5500 filings show about the DUNGEY DOUGHERTY PLLC 401(k) plan — and how to find and check your own account.
The DUNGEY DOUGHERTY PLLC 401(k) on its latest Form 5500
DUNGEY DOUGHERTY PLLC (EIN 86-2871467) reports DUNGEY DOUGHERTY PLLC 401(K) PLAN on its most recent Form 5500, with $903K in plan assets across 12 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 DUNGEY DOUGHERTY PLLC filing — schedules, fees, and providers.
Who runs the DUNGEY DOUGHERTY PLLC 401(k)?
DUNGEY DOUGHERTY PLLC’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 DUNGEY DOUGHERTY PLLCHR for the recordkeeper’s name and login.
How to check your DUNGEY DOUGHERTY PLLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DUNGEY DOUGHERTY PLLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).