How big is Dougherty & Associates' plan?

Dougherty & Associates' plan reported $770K in assets and 5 participants for 2025.

Original filing (PDF)20260511141729NAL0007589072001

Dougherty & Associates

Name: Dougherty & Associates — Dougherty & Associates 401, Form 5500 (2025)
Creator: Dougherty & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dougherty & Associates 401 (K) Plan

401(k) retirement plan · Dougherty & Associates' Dougherty & Associates 401 (K) Plan held $770K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

Plan identifiers

Dougherty & Associates' EIN is 92-2517434.

EIN 92-2517434

Plan number 001

Plan year 2025

ACK ID 20260511141729NAL0007589072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dougherty & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dougherty & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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