Doherty Consulting, Inc.'s EIN is 81-5443326.
Download the official 2024 Form 5500 (PDF) for Doherty Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Doherty Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $8.5M | 99.8% | |
| Minnesota Life JPMorgan Large Cap Growth | Other securities | — | — | $1.7M | 20.6% | |
| Minnesota Life Schwb Fndmntl US Lg Co Idx | Common Collective Trusts | — | — | $1.5M | 17.7% | |
| Minnesota Life DFA International Value Port | Mutual Funds | — | — | $699K | 8.3% | |
| Minnesota Life Disciplined Gro Small Cap Gro | Other securities | — | — | $670K | 7.9% | |
| Minnesota Life Fidelity Advisor Intnl Capital Appreciation Fund I | Mutual Funds | — | — | $589K | 7.0% | |
| Minnesota Life Dodge & Cox Income Fund | Mutual Funds | — | — | $553K | 6.5% | |
| Minnesota Life DFA US Targeted Value Port | Mutual Funds | — | — | $545K | 6.4% | |
| Minnesota Life MStnly Glbl Fix Inc Opps I | Common Stocks | — | — | $538K | 6.4% | |
| Minnesota Life Securian AM S&P 500 Index | Common Collective Trusts | — | — | $532K | 6.3% | |
| Minnesota Life Disciplined Growth Mid Cap | Other securities | — | — | $261K | 3.1% | |
| Minnesota Life Columbia Contrarian Core | Other securities | — | — | $178K | 2.1% | |
| Minnesota Life Putnam Large Cap Value Y | Mutual Funds | — | — | $142K | 1.7% | |
| Minnesota Life Fidelity Small Cap Index | Mutual Funds | — | — | $124K | 1.5% | |
| Minnesota Life Invesco Equity and Income R5 | Mutual Funds | — | — | $99K | 1.2% | |
| Minnesota Life Fidelity Emerging Markets Inx | Mutual Funds | — | — | $86K | 1.0% | |
| Minnesota Life BNY Mellon Natural Resources I | Other securities | — | — | $66K | 0.8% | |
| Minnesota Life Cohen & Steers RE Securities A | Other securities | — | — | $63K | 0.7% | |
| Minnesota Life Artisan High Income Investor | Other securities | — | — | $46K | 0.5% | |
| Minnesota Life Securian AM Money Market | Cash / Money Market | — | — | $26K | 0.3% | |
| Minnesota Life General Account | Other securities | — | — | $10K | 0.1% | |
| Maturities through 2025 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
