Plan Snapshot
- Plan Sponsor: Dowl LLC
- Sponsor EIN: 920166301
- Sponsor Address: 5015 BUSINESS PARK BLVD, ANCHORAGE, AK, 99503
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 901
- Total Assets: $155.6M
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. |
|---|---|---|---|---|
| 2025 | 901 | $155.6M | $0 | $0 |
| 2024 | 528 | $134.1M | $2.8M | $6.6M |
| 2023 | 537 | $117.9M | $2.8M | $6.2M |
| 2022 | 430 | $96.7M | $2.1M | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $62,166 | — | $62,166 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $51,551 | — | $51,551 |
| SWALLING & ASSOCIATES | Auditor | $19,505 | — | $19,505 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,222
- Estimated Expense Ratio: 0.086% 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 |
|---|---|---|---|---|---|
| 2025 | $13,118,311 | $51,551 | — | $19,505 | — |
| 2024 | $123,835 | $36,894 | — | $19,398 | — |
| 2023 | $110,034 | $33,004 | — | $20,117 | — |
| 2022 | $102,912 | $21,390 | — | — | — |