How big is Robert B. Daugherty Foundation's plan?

Robert B. Daugherty Foundation's plan reported $2.8M in assets and 5 participants for 2024.

Original filing (PDF)20250311092925NAL0017385121001

Robert B. Daugherty Foundation

Name: Robert B. Daugherty Foundation — Robert B. Daugherty, Form 5500 (2024)
Creator: Robert B. Daugherty Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert B. Daugherty Foundation 401(k) Plan

401(k) retirement plan · Robert B. Daugherty Foundation's Robert B. Daugherty Foundation 401(k) Plan held $2.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Kimberly Yungtum signed Robert B. Daugherty Foundation's 2024 Form 5500 as plan administrator.

Kimberly Yungtum — 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

Robert B. Daugherty Foundation's EIN is 36-3766006.

EIN 36-3766006

Plan number 001

Plan year 2024

ACK ID 20250311092925NAL0017385121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert B. Daugherty Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert B. Daugherty Foundation'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 ROBERT B. DAUGHERTY FOUNDATION.

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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