How big is Dougherty Inc. DBA Legacy Auto CE's plan?

Dougherty Inc. DBA Legacy Auto CE's plan reported $273K in assets and 25 participants for 2024.

Original filing (PDF)20250729050641NAL0005077570001

Dougherty Inc. DBA Legacy Auto CE

Name: Dougherty Inc. DBA Legacy Auto CE — Legacy Auto, Form 5500 (2024)
Creator: Dougherty Inc. DBA Legacy Auto CE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Auto Center 401(k) Plan

401(k) retirement plan · Dougherty Inc. DBA Legacy Auto CE's Legacy Auto Center 401(k) Plan held $273K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Erick Moreno signed Dougherty Inc. DBA Legacy Auto CE's 2024 Form 5500 as plan administrator.

Erick Moreno — 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 Inc. DBA Legacy Auto CE's EIN is 27-0818969.

EIN 27-0818969

Plan number 001

Plan year 2024

ACK ID 20250729050641NAL0005077570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dougherty Inc. DBA Legacy Auto CE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dougherty Inc. DBA Legacy Auto CE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGHERTY INC DBA LEGACY AUTO CE.

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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