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Original filing (PDF)20250826060554NAL0016528002001
DWH STOCK PLAN, INC.
Form 5500
FILING_RECEIVED
DWH OWNERS PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
1,236
Accounts w/ balance
1,268
Plan assets (EOY)
$268.0M
Net assets (EOY)
$267.5M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "DWH Stock Plan, Inc. 897,635 shares of common stock" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- 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 DWH STOCK PLAN, INC..
Plan sponsor
Name
DWH STOCK PLAN, INC.
EIN
82-3400304
Address
1111 NORTH POST OAK ROAD · HOUSTON, TX · 77055
Phone
(713) 963-0500
Industry
Constructionsee all
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
2025-08-26
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
RSM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $268.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DWH Stock Plan, Inc. 897,635 shares of common stock | — | — | $898K | $267.1M | 99.6% | |
| Federated Hermes Interest-bearing cash | — | — | $917K | $917K | 0.3% |
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