Original filing (PDF)20251014192632NAL0001773347001

LAWYER, DOUGHERTY & PALMER, P.L.C.

Name: LAWYER, DOUGHERTY & PALMER, P.L.C. — LD&P 401(K) PLAN, Form 5500 (2024)
Creator: LAWYER, DOUGHERTY & PALMER, P.L.C.

Form 5500-SF

FILING_RECEIVED

LD&P 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWYER, DOUGHERTY & PALMER, P.L.C..

Plan sponsor

Name

LAWYER, DOUGHERTY & PALMER, P.L.C.

EIN

42-1436389

Address

2600 VINE ST, STE 300 · WEST DES MOINES, IA · 50265

Phone

(515) 223-8860

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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