How big is Dorchester Capital Advisors, LLC's plan?

Dorchester Capital Advisors, LLC's plan reported $7.5M in assets and 14 participants for 2024.

Original filing (PDF)20251003092451NAL0000721971001

Dorchester Capital Advisors, LLC

Name: Dorchester Capital Advisors, LLC — Dorchester, Form 5500 (2024)
Creator: Dorchester Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dorchester Capital Advisors, LLC Incentive Savings Trust

401(k) retirement plan · Dorchester Capital Advisors, LLC's Dorchester Capital Advisors, LLC Incentive Savings Trust held $7.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Craig T. Carlson signed Dorchester Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Craig T. Carlson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dorchester Capital Advisors, LLC's EIN is 95-4887636.

EIN 95-4887636

Plan number 001

Plan year 2024

ACK ID 20251003092451NAL0000721971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dorchester Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dorchester Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DORCHESTER CAPITAL ADVISORS, LLC.

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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