Original filing (PDF)20251009094433NAL0003470211001

HACKETT PICKERING DAUGHERTY & DAUGHERTY

Name: HACKETT PICKERING DAUGHERTY & DAUGHERTY — HACKETT PICKERING DAUGHERTY & DAUGHERTY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HACKETT PICKERING DAUGHERTY & DAUGHERTY

Form 5500-SF

FILING_RECEIVED

HACKETT PICKERING DAUGHERTY & DAUGHERTY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HACKETT PICKERING DAUGHERTY & DAUGHERTY.

Plan sponsor

Name

HACKETT PICKERING DAUGHERTY & DAUGHERTY

EIN

65-0246402

Address

300 SOUTH PINE ISLAND ROAD · SUITE 247 · PLANTATION, FL · 33324

Phone

(954) 217-7616

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator