Plan Snapshot
- Plan Sponsor: The Dow Chemical Company
- Sponsor EIN: 381285128
- Sponsor Address: 2211 H.H. DOW WAY, MIDLAND, MI, 48674
- Plan Type: 401(k)
- Plan Number: 024
- Total Participants: 0
- Total Assets: $591.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $591.0M | $0 | $0 |
| 2023 | 0 | $520.0M | $0 | $0 |
| 2022 | 0 | $544.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| INDEPENDENT FRANCHISE PARTNERS, LLP | Other Service Provider | $2,974,800 | — | $2,974,800 |
| MARSICO CAPITAL MANAGEMENT, LLC | Other Service Provider | $599,635 | — | $599,635 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $36,703 | — | $36,703 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $36,220 | — | $36,220 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,647,358
- Estimated Expense Ratio: 0.617% 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 |
|---|---|---|---|---|---|
| 2024 | $3,056,446 | $3,019,743 | — | — | — |
| 2023 | $3,591,558 | $3,561,396 | — | — | — |
| 2022 | $3,910,015 | $3,889,917 | — | — | $20,098 |