How big is Downs Rachlin Martin PLLC's plan?

Downs Rachlin Martin PLLC's plan reported $119.6M in assets and 129 participants for 2024.

Original filing (PDF)20250801141405NAL0006318801001

Downs Rachlin Martin PLLC

Name: Downs Rachlin Martin PLLC — Downs Rachlin Martin, Form 5500 (2024)
Creator: Downs Rachlin Martin PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Downs Rachlin Martin Retirement Plan

401(k) retirement plan · Downs Rachlin Martin PLLC's Downs Rachlin Martin Retirement Plan held $119.6M in plan assets for 129 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureHigh average account balanceSelf-directed brokerage offered

Active participants

129

Accounts w/ balance

189

Plan assets (EOY)

$119.6M

Net assets (EOY)

$119.6M

People on this filing

Linda Copson signed Downs Rachlin Martin PLLC's 2024 Form 5500 as plan administrator.

Linda Copson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Downs Rachlin Martin PLLC's EIN is 03-0253168.

EIN 03-0253168

Plan number 001

Plan year 2024

ACK ID 20250801141405NAL0006318801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Downs Rachlin Martin PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Downs Rachlin Martin PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOWNS RACHLIN MARTIN PLLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

DOWNS RACHLIN MARTIN PLLC

EIN

all filings

Address

90 PROSPECT STREET · ST. JOHNSBURY, VT · 058190099

Phone

(802) 748-8324

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$107K	—
RPW SOLUTIONS LLC

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

57 direct securities · 1 pooled fund· $122.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$71.9M

32 holdings

Other securities

$25.3M

16 holdings

Common Collective Trusts

$12.5M

6 holdings

Self-Directed Brokerage

$8.6M

1 holding

Common Collective Trust

$2.8M

1 holding

Common Stocks

$771K

1 holding

Agency / Mortgage-Backed

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$71.5M T. Rowe Price$20.0M PIMCO$4.1M American Funds (Capital Group)$1.5M Invesco$1.4M Eaton Vance / Calvert$1.2M Prudential / PGIM$971K Wells Fargo / Allspring$939K Dodge & Cox

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
CARON & BLETZER, PLLC	04-3499945	—	ACCOUNTANT/AUDITOR	$12K	—

					% of plan
Fidelity Growth Company Fund "	Mutual Funds	—	—	$10.6M	8.8%
Brokerage Link Self-directed brokerage account	Self-Directed Brokerage	—	—	$8.6M	7.2%
Fidelity Freedom 2030 K Fund "	Mutual Funds	—	—	$8.5M	7.1%
Fidelity Freedom 2020 K Fund "	Mutual Funds	—	—	$8.0M	6.7%
Fidelity 500 Index Fund "	Common Collective Trusts	—	—	$7.8M	6.5%
T. Rowe Price Retirement 2025 Fund Adv "	Other securities	—	—	$7.1M	5.9%
Fidelity Freedom 2035 K Fund "	Mutual Funds	—	—	$5.6M	4.7%
Fidelity Freedom 2025 K Fund "	Mutual Funds	—	—	$5.4M	4.5%
Fidelity Freedom 2045 K Fund "	Mutual Funds	—	—	$4.9M	4.1%
T. Rowe Price Retirement 2020 Fund Adv "	Other securities	—	—	$4.7M	3.9%
Fidelity Government Money Market Fund "	Mutual Funds	—	—	$3.9M	3.2%
Fidelity Freedom 2040 K Fund "	Mutual Funds	—	—	$3.7M	3.1%
Fidelity Managed Income Portfolio Class 1 Fund Common collective trust	Common Collective Trusts	—	—	$2.8M	2.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$2.8M	2.4%
T. Rowe Price Retirement 2030 Fund Adv "	Other securities	—	—	$2.6M	2.1%
PIMCO Total Return Fund Adm "	Mutual Funds	—	—	$2.5M	2.1%
Fidelity Contrafund "	Mutual Funds	—	—	$2.4M	2.0%
T. Rowe Price Retirement 2040 Fund Adv "	Other securities	—	—	$2.3M	1.9%
MFS LifeTime Income Fund R6 "	Mutual Funds	—	—	$2.1M	1.7%
T. Rowe Price Retirement 2035 Fund Adv "	Other securities	—	—	$2.0M	1.6%
Fidelity Freedom 2055 K Fund "	Mutual Funds	—	—	$1.9M	1.6%
Hartford Equity Income Fund R4 "	Other securities	—	—	$1.7M	1.4%
MFS LifeTime 2025 Fund R6 "	Mutual Funds	—	—	$1.6M	1.3%
Invesco Growth & Income Fund A "	Mutual Funds	—	—	$1.4M	1.2%
Fidelity US Bond Index Fund "	Common Collective Trusts	—	—	$1.4M	1.2%
MFS LifeTime 2030 Fund R6 "	Mutual Funds	—	—	$1.3M	1.1%
Eaton Vance Atlanta Capital Small-Mid Cap Fund I "	Other securities	—	—	$1.2M	1.0%
Fidelity Strategic Income Fund "	Mutual Funds	—	—	$1.1M	0.9%
Fidelity Low Priced Stock Fund "	Mutual Funds	—	—	$950K	0.8%
Allspring SPL MD CP VAL ADM "	Other securities	—	—	$939K	0.8%
American Funds Europacific Growth Fund R4 "	Mutual Funds	—	—	$927K	0.8%
PIMCO Real Return Bond Fund "	Mutual Funds	—	—	$852K	0.7%
Fidelity Freedom 2050 K Fund "	Mutual Funds	—	—	$845K	0.7%
Victory Small Company Opportunity Fund A "	Common Stocks	—	—	$771K	0.6%
PIMCO Global Bond OP US$H I "	Mutual Funds	—	—	$682K	0.6%
T. Rowe Price Retirement 2015 Fund Adv "	Other securities	—	—	$612K	0.5%
PGIM High Yield Fund R6 "	Other securities	—	—	$591K	0.5%
American Funds New World R6 "	Mutual Funds	—	—	$586K	0.5%
Dodge & Cox International Stock Fund I "	Mutual Funds	—	—	$553K	0.5%
Fidelity Freedom 2010 K Fund "	Mutual Funds	—	—	$459K	0.4%
Neuberger Berman Genesis Fund Inv CL "	Other securities	—	—	$433K	0.4%
Clearbridge Small Cap Growth Fund I Mutual fund	Other securities	—	—	$392K	0.3%
PGIM Global Real Estate Fund Z "	Other securities	—	—	$380K	0.3%
Fidelity Canada Fund "	Mutual Funds	—	—	$330K	0.3%
Fidelity Freedom 2060 K Fund "	Mutual Funds	—	—	$318K	0.3%
T. Rowe Price Retirement 2065 Fund Adv " ** 184 Invesco MS Small Cap Fund R5 "	Mutual Funds	—	—	$267K	0.2%
Fidelity International Index Fund "	Common Collective Trusts	—	—	$205K	0.2%
Fidelity Extended Market Index Fund "	Common Collective Trusts	—	—	$201K	0.2%
MFS LifeTime 2035 Fund R6 "	Mutual Funds	—	—	$198K	0.2%
Fidelity Ginnie Mae Fund "	Agency / Mortgage-Backed	—	—	$176K	0.1%

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