Plan Snapshot
- Plan Sponsor: Dow Wealth Management
- Sponsor EIN: 452452021
- Sponsor Address: 358 ROUTE ONE, FALMOUTH, ME, 04105
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 15 | $3.9M | $80,349 | $248,439 |
| 2024 | 14 | $2.9M | $74,286 | $226,413 |
| 2023 | 12 | $2.1M | $62,185 | $185,871 |
| 2022 | 12 | $1.5M | $57,342 | $177,908 |