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DOUGHERTY FOUNDATION — DOUGHERTY FOUNDATION, INC. EMPLOYEE RETIREMENT, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250711115320NAL0017080658001
DOUGHERTY FOUNDATION
Form 5500-SF
FILING_RECEIVED
DOUGHERTY FOUNDATION, INC. EMPLOYEE RETIREMENT
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$625K
Net assets (EOY)
$625K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DOUGHERTY FOUNDATION
.
Find decision makers
Plan sponsor
Name
DOUGHERTY FOUNDATION
EIN
86-6051637
Address
221 E INDIANOLA AVE · PHOENIX, AZ · 85012
Phone
(602) 264-7478
Industry
Other Services (ex. Public Admin)
see 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
2025-07-11
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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