# The Doherty Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-doherty-group-inc-401k-plan

> The Doherty Group, INC.&#39;s 401(k) plan: 7,472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Doherty Group, INC.

- **Sponsor EIN:** 223377320

- **Sponsor Address:** 7 PEARL COURT, ALLENDALE, NJ, 07401

- **Plan Type:** 401(k)

- **Total Participants:** 7,472

- **Total Assets:** $40.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,472|$40.6M|$599,119|$2.8M|

| 2023|4,146|$37.5M|$641,270|$2.7M|

| 2022|4,004|$32.4M|$597,775|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| COHNREZNICK, LLP|Auditor|$9,202|—|$9,202|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,202

- **Estimated Expense Ratio:** 0.023% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$130,006|$56,351|—|$9,202|—|

| 2023|$117,800|$55,988|$1,200|$2,380|—|

| 2022|$114,939|—|—|—|—|

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