How big is DOWD Financial Services, LLC's plan?

DOWD Financial Services, LLC's plan reported $1.8M in assets and 5 participants for 2025.

Original filing (PDF)20260421131540NAL0002532033001

DOWD Financial Services, LLC

Name: DOWD Financial Services, LLC — DOWD Financial, Form 5500 (2025)
Creator: DOWD Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DOWD Financial Services 401(k) Plan

401(k) retirement plan · DOWD Financial Services, LLC's DOWD Financial Services 401(k) Plan held $1.8M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

DOWD Financial Services, LLC's EIN is 20-3532534.

EIN 20-3532534

Plan number 001

Plan year 2025

ACK ID 20260421131540NAL0002532033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for DOWD Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

DOWD Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOWD FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DOWD FINANCIAL SERVICES, LLC

EIN

all filings

Address

14 BOBALA ROAD · HOLYOKE, MA · 01040

Phone

(415) 538-7444

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator