Original filing (PDF)20251015202315NAL0002969091001

DOCKSIDE BREWERY LLC

Name: DOCKSIDE BREWERY LLC — DOCKSIDE BREWERY LLC 401(K), Form 5500 (2024)
Creator: DOCKSIDE BREWERY LLC

Form 5500

FILING_RECEIVED

DOCKSIDE BREWERY LLC 401(K)

401(k) retirement plan

Signals · 3

No auditor on file27% in single holdingNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

137

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Top holding "FID FREEDOM INDEX 2065 PREMIER" is 27% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOCKSIDE BREWERY LLC.

Plan sponsor

Name

DOCKSIDE BREWERY LLC

EIN

82-1782786

Address

40 BRIDGEPORT AVE · MILFORD, CT · 06460

Phone

(203) 980-0592

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 direct securities· $19K(95% of reported assets)

Registered Investment Companies

$17K

5 holdings

Uncategorized

$3K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
FID FREEDOM INDEX 2065 PREMIER	Registered Investment Companies	—	—	$5K	25.7%
FID FREEDOM INDEX 2060 PREMIER	Registered Investment Companies	—	—	$4K	19.1%
FID FREEDOM INDEX 2040 PREMIER	Registered Investment Companies	—	—	$3K	14.5%
FID FREEDOM INDEX 2045 PREMIER 662 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM 3 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX INC PREMIER	Registered Investment Companies	—	—	$3K	14.1%
FID FREEDOM INDEX 2050 PREMIER 166 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2030 PREMIER 94 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER	—	—	—	$3K	12.7%
FID FREEDOM INDEX 2055 PREMIER	Registered Investment Companies	—	—	$2K	9.2%