How big is The Dolben Company, Inc.'s plan?

The Dolben Company, Inc.'s plan reported $31.3M in assets and 435 participants for 2024.

Original filing (PDF)20251014062357NAL0001062579001

The Dolben Company, Inc.

Name: The Dolben Company, Inc. — Dolben Employee 401(k), Form 5500 (2024)
Creator: The Dolben Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dolben Employee 401(k) Plan

401(k) retirement plan · The Dolben Company, Inc.'s Dolben Employee 401(k) Plan held $31.3M in plan assets for 435 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributionsSelf-directed brokerage offered

Active participants

435

Accounts w/ balance

504

Plan assets (EOY)

$31.3M

Net assets (EOY)

$31.3M

People on this filing

Deane H. Dolben signed The Dolben Company, Inc.'s 2024 Form 5500 as plan administrator.

Deane H. Dolben — 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

The Dolben Company, Inc.'s EIN is 04-3098422.

EIN 04-3098422

Plan number 001

Plan year 2024

ACK ID 20251014062357NAL0001062579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Dolben Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Dolben Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

40 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.
Delinquent participant contributions reported (Schedule H 4a) — 77K (3% of contributions).

Plan sponsor

Name

THE DOLBEN COMPANY, INC.

EIN

all filings

Address

150 PRESIDENTIAL WAY · SUITE 220 · WOBURN, MA · 01801

Phone

(781) 404-4200

Industry

Real Estate

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

2025-10-14

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)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$47K	—
STRATEGIC ADVISORS, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

40 direct securities· $31.3M(100% of reported assets)

Mutual Funds

$23.7M

23 holdings

Other securities

$4.4M

10 holdings

Common Collective Trusts

$2.0M

5 holdings

Self-Directed Brokerage

$1.1M

1 holding

U.S. Treasuries

$88K

1 holding

					% of plan
S SHARES * Fidelity Freedom 2050 Fund - Class K Mutual Fund	Mutual Funds	—	—	$3.4M	11.0%
MFS Massachusetts Investment Grade Stock R6 Mutual Fund	Mutual Funds	—	—	$3.4M	11.0%
Fidelity Freedom 2035 Fund - Class K Mutual Fund	Mutual Funds	—	—	$2.9M	9.2%
Fidelity Freedom 2055 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.8M	5.9%
Fidelity Freedom 2045 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.8M	5.8%
Fidelity Freedom 2040 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.8M	5.8%
Fidelity Freedom 2030 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.3M	4.2%
Parnassus Core Equity Fund Institutional Mutual Fund	Other securities	—	—	$1.3M	4.1%
MFS Mid Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$1.2M	3.9%
Fidelity Freedom 2060 Fund - Class K Mutual Fund	Mutual Funds	—	—	$1.1M	3.7%
SELF-DIRECTED BROKERAGE ACCOUNT * Fidelity Brokerage Link Self-directed brokerage account	Self-Directed Brokerage	—	—	$1.1M	3.6%
Columbia Dividend Income Fund;I3 Mutual Fund	Other securities	—	—	$976K	3.1%
MFS Research International Fund R6 Mutual Fund	Mutual Funds	—	—	$751K	2.4%
Fidelity Freedom 2025 Fund - Class K Mutual Fund	Mutual Funds	—	—	$741K	2.4%
Janus Henderson Enterprise Fund I Mutual Fund	Mutual Funds	—	—	$711K	2.3%
Fidelity Government Money Market Fund K6 Mutual Fund	Mutual Funds	—	—	$677K	2.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$653K	2.1%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$624K	2.0%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$577K	1.8%
NOTES RECEIVABLE FROM PARTICIPANTS maturity dates through August 2034 -0-	Other securities	—	—	$509K	1.6%
Hartford International Opportunities Fund R6 Mutual Fund	Other securities	—	—	$474K	1.5%
JPMorgan Large Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$422K	1.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$372K	1.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$341K	1.1%
Fidelity Freedom 2065 Fund - Class K Mutual Fund	Mutual Funds	—	—	$266K	0.8%
MFS New Discovery Value Fund R6 Mutual Fund	Mutual Funds	—	—	$263K	0.8%
Cohen & Steers Realty Shares Mutual Fund	Other securities	—	—	$245K	0.8%
Fidelity Freedom 2020 Fund - Class K Mutual Fund	Mutual Funds	—	—	$207K	0.7%
BlackRock Total Return Fund Institutional Mutual Fund	Other securities	—	—	$179K	0.6%
JPMorgan Small Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$171K	0.5%
American Funds New World Fund R6 Mutual Fund	Mutual Funds	—	—	$170K	0.5%
Fidelity Freedom Income Fund Mutual Fund	Mutual Funds	—	—	$156K	0.5%
Fidelity Short-Term Treasury Bond Index Fund Mutual Fund	U.S. Treasuries	—	—	$88K	0.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$85K	0.3%
Carillon Eagle Mid Cap Growth Fund A Mutual Fund	Other securities	—	—	$83K	0.3%
American Funds American High-Income Trust R6 Mutual Fund	Mutual Funds	—	—	$81K	0.3%
Fidelity Government Income Fund Mutual Fund	Mutual Funds	—	—	$69K	0.2%
Victory Trivalent International Small-Cap Fund Y Mutual Fund	Other securities	—	—	$50K	0.2%
Fidelity Freedom 2015 Fund - Class K Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
PIMCO Real Return Fund Institutional Mutual Fund	Mutual Funds	—	—	$4K	<0.1%