How big is Dougherty, Hanneman & Piccin, LLC's plan?

Dougherty, Hanneman & Piccin, LLC's plan reported $246K in assets and 5 participants for 2024.

Original filing (PDF)20250728065601NAL0003776930001

Dougherty, Hanneman & Piccin, LLC

Name: Dougherty, Hanneman & Piccin, LLC — Dougherty, Form 5500 (2024)
Creator: Dougherty, Hanneman & Piccin, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dougherty, Hanneman & Piccin, LLC 401(k) Plan

401(k) retirement plan · Dougherty, Hanneman & Piccin, LLC's Dougherty, Hanneman & Piccin, LLC 401(k) Plan held $246K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

Douglas Dougherty signed Dougherty, Hanneman & Piccin, LLC's 2024 Form 5500 as plan administrator.

Douglas Dougherty — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dougherty, Hanneman & Piccin, LLC's EIN is 20-2158456.

EIN 20-2158456

Plan number 001

Plan year 2024

ACK ID 20250728065601NAL0003776930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dougherty, Hanneman & Piccin, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dougherty, Hanneman & Piccin, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGHERTY, HANNEMAN & PICCIN, LLC.

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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

Knocking points off