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LEE, DOUGHERTY, & FERRARA INVESTMENT MANAGEMENT

EIN 20-0223516-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
8
4611 BLUEBONNET BLVD STE A - BATON ROUGE, LA 70809225-926-8299LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001ESOP-$1.3M - 8 part

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Retirement#001

LDF 401K PLAN

ESOP

Assets$1.3M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LDF 401K PLANESOP$1.3M82025
Retirement plans
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