# Dow Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/dow-wealth-management-401k-plan

> Dow Wealth Management's 401(k) plan: 15 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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