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Original filing (PDF)20250911235325NAL0000911441001
DOWBUILT, INC.
Form 5500
FILING_RECEIVED
DOWBUILT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
420
Accounts w/ balance
553
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOWBUILT, INC..
Plan sponsor
Name
DOWBUILT, INC.
EIN
83-0402332
Address
4001 AURORA AVENUE NORTH · SEATTLE, WA · 98103
Phone
(206) 633-3003
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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | SEATTLE, WA | NONE | $64K | — |
| NWPS, INC. | 91-2090931 | SEATTLE, WA | NONE | $23K | — |
Investments
25 direct securities · 1 pooled fund· $33.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.1M
24 holdings
Mutual Funds
$401K
1 holding
Common Collective Trust
$223K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $3.6M | 10.7% | |
| American Funds American Funds 2045 Trgt | — | — | — | $3.6M | 10.7% | |
| Vanguard 500 Index Admiral | — | — | — | $3.5M | 10.4% | |
| American Funds American Funds 2050 Trgt | — | — | — | $3.1M | 9.2% | |
| American Funds American Funds 2040 Trgt | — | — | — | $2.6M | 7.6% | |
| American Funds American Funds 2055 Trgt | — | — | — | $2.2M | 6.4% | |
| American Funds American Funds 2035 Trgt | — | — | — | $1.8M | 5.2% | |
| Fidelity Fidelity® Small Cap Growth | — | — | — | $1.6M | 4.8% | |
| American Funds American Funds 2060 Trgt | — | — | — | $1.5M | 4.5% | |
| American Funds American Funds 2030 Trgt | — | — | — | $1.5M | 4.3% | |
| Capital World Capital World Growth & Income R6 | — | — | — | $1.4M | 4.0% | |
| Vanguard International Growth Adm | — | — | — | $1.1M | 3.2% | |
| Vanguard Ext Market Index Admiral | — | — | — | $972K | 2.9% | |
| American Funds American Funds 2025 Trgt | — | — | — | $840K | 2.5% | |
| American Funds American Funds Wash Mutual R6 | — | — | — | $721K | 2.1% | |
| American Funds American Funds 2020 Trgt | — | — | — | $670K | 2.0% | |
| PGIM Total Return Bond Z | — | — | — | $601K | 1.8% | |
| Vanguard FTSE Social Idx Fund Adm | — | — | — | $593K | 1.8% | |
| Allspring Spec Sml Cap Value Fd Inst | Mutual Funds | — | — | $401K | 1.2% | |
| American Funds American Funds 2065 Trgt | — | — | — | $317K | 0.9% | |
| American Funds American Funds New World R6 | — | — | — | $310K | 0.9% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $235K | 0.7% | |
| RELIANCE TRUST STF METLIFE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $223K | 0.7% | |
| Participant Loans Interest rates from 4.25% to 9.50% - | — | — | — | $177K | 0.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $165K | 0.5% | |
| American Funds American Funds 2015 Trgt | — | — | — | $32K | <0.1% |