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Original filing (PDF)20250829051928NAL0006043107001
THE DOYLE GROUP, INC.
Form 5500
FILING_RECEIVED
THE DOYLE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
187
Accounts w/ balance
174
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DOYLE GROUP, INC..
Plan sponsor
Name
THE DOYLE GROUP, INC.
EIN
16-1114811
Address
792 CALKINS ROAD · ROCHESTER, NY · 14623
Phone
(582) 242-1604
Industry
All Other Professional Services· 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
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISCHER INVESTMENT GROUP, INC | 16-1290741 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
Investments
17 direct securities· $6.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 20.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $835K | 12.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $770K | 11.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $677K | 9.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $659K | 9.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $584K | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $437K | 6.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $308K | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $224K | 3.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $199K | 2.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $124K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $110K | 1.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $99K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $81K | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $76K | 1.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $74K | 1.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $68K | 1.0% |
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