Original filing (PDF)20251113121729NAL0002894050001

THE DAWES ARBORETUM

Name: THE DAWES ARBORETUM — DAWES ARBORETUM 401(K) PLAN, Form 5500 (2024)
Creator: THE DAWES ARBORETUM

Form 5500-SF

FILING_RECEIVED

DAWES ARBORETUM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$767K

Net assets (EOY)

$767K

Plan health score

/ 100

Grade B

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DAWES ARBORETUM.

Plan sponsor

Name

THE DAWES ARBORETUM

EIN

31-4379601

Address

7770 JACKSONTOWN RD. SE · NEWARK, OH · 43055

Phone

(740) 323-2355

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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BOYS & GIRLS CLUB OF GREATER SALEM, INC.

BOYS & GIRLS CLUB OF GREATER SALEM, INC. 401(K) PLAN

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LUMBERMENS ASSOCIATION OF TEXAS

LUMBERMEN'S ASSOCIATION OF TEXAS 401(K) PLAN

$767K · 1 participants

RESOURCE EXCHGE INTERNATIONAL, INC.