Filings through .
Dougherty & Associates
EIN 92-2517434financial servicesLatest filing 2025
Plans
2
Retirement
1
$770K assets
Health & Benefits
1
Participants
8
8044 MONTGOMERY RD STE 450 - CINCINNATI, OH 45236513-745-7007dougherty-associates.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DOUGHERTY & ASSOCIATES 401 (K) PLAN
401(k)
Assets$770K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
DOUGHERTY & ASSOCIATES SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DOUGHERTY & ASSOCIATES 401 (K) PLAN | 401(k) | $770K | 5 | 2025 |
- #001 · 401(k) · 20255
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DOUGHERTY & ASSOCIATES SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans