DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score
98
/ 100
Grade A
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
93
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGHERTY & COMPANY.
Plan sponsor
Name
DOUGHERTY & COMPANY
EIN
95-3871065
Address
500 N CENTRAL AVE STE 325 · GLENDALE, CA · 912033902
Phone
(818) 543-3682
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
