Original filing (PDF)20250714175937NAL0003095074001

DOUGLAS B GORMAN PC

Name: DOUGLAS B GORMAN PC — DOUGLAS B GORMAN PC SAFE HARBOR 401K, Form 5500 (2024)
Creator: DOUGLAS B GORMAN PC

Form 5500-SF

FILING_RECEIVED

DOUGLAS B GORMAN PC SAFE HARBOR 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOUGLAS B GORMAN PC.

Plan sponsor

Name

DOUGLAS B GORMAN PC

EIN

84-0826709all filings

Address

P.O. BOX 149 · CRESTED BUTTE, CO · 81224

Phone

(970) 349-6156

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