How big is Dougall Conradie LLC's plan?

Dougall Conradie LLC's plan reported $5.1M in assets and 27 participants for 2025.

Original filing (PDF)20260420092738NAL0002783170001

Dougall Conradie LLC

Name: Dougall Conradie LLC — Dougall Conradie LLC 401(k), Form 5500 (2025)
Creator: Dougall Conradie LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dougall Conradie LLC 401(k) Plan

401(k) retirement plan · Dougall Conradie LLC's Dougall Conradie LLC 401(k) Plan held $5.1M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Geoff Dougall signed Dougall Conradie LLC's 2025 Form 5500 as plan administrator.

Geoff Dougall — 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

Dougall Conradie LLC's EIN is 20-5230500.

EIN 20-5230500

Plan number 001

Plan year 2025

ACK ID 20260420092738NAL0002783170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dougall Conradie LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dougall Conradie LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGALL CONRADIE 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

DOUGALL CONRADIE LLC

EIN

all filings

Address

P O BOX 400 · BEAVERTON, OR · 97075

Phone

(971) 249-9920

Industry

CPA Offices· Professional & Technical Services

Plan administrator