How big is Doherty Financial Services' plan?

Doherty Financial Services' plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250917192056NAL0000391315001

Doherty Financial Services

Name: Doherty Financial Services — Doherty Financial, Form 5500 (2024)
Creator: Doherty Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Doherty Financial Services, LLC 401(k) Plan

401(k) retirement plan · Doherty Financial Services' Doherty Financial Services, LLC 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Doherty Financial Services' EIN is 06-1624388.

EIN 06-1624388

Plan number 001

Plan year 2024

ACK ID 20250917192056NAL0000391315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Doherty Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Doherty Financial Services' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOHERTY FINANCIAL SERVICES.

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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