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Original filing (PDF)20250627050810NAL0009081761001
DOHERTY, DUGAN, CANNON, RAYMOND & WEIL, P.C.
Form 5500-SF
FILING_RECEIVED
DOHERTY, DUGAN, CANNON, RAYMOND & WEIL, P.C. RETIREMENT PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
40
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOHERTY, DUGAN, CANNON, RAYMOND & WEIL, P.C..
Plan sponsor
Name
DOHERTY, DUGAN, CANNON, RAYMOND & WEIL, P.C.
EIN
04-3545256
Address
124 GROVE STREET · SUITE 220 · FRANKLIN, MA · 02038
Phone
(508) 541-3000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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