Original filing (PDF)20250620133112NAL0003940177001

CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES LLC

Name: CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES LLC — CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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.

Decision-maker contacts

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

Plan sponsor

Name

CAPALBO MATHER DOUGHERTY ACCOUNTING SERVICES LLC

EIN

30-0868552all filings

Address

328 MITCHELL STREET · GROTON, CT · 06340

Phone

(860) 572-2036

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator