How big is Dowling Investment Group, LLC's plan?

Dowling Investment Group, LLC's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260504084343NAL0003902241001

Dowling Investment Group, LLC

Name: Dowling Investment Group, LLC — Peters Wealth, Form 5500 (2025)
Creator: Dowling Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peters Wealth Advisors, LLC Profit Sharing Plan & Trust

401(k) retirement plan · Dowling Investment Group, LLC's Peters Wealth Advisors, LLC Profit Sharing Plan & Trust held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Dowling Investment Group, LLC's EIN is 82-5452331.

EIN 82-5452331

Plan number 001

Plan year 2025

ACK ID 20260504084343NAL0003902241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dowling Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dowling Investment Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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