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Original filing (PDF)20251014102227NAL0003615664001
DOGGETT COMPANY, LLC
Form 5500
FILING_RECEIVED
DOGGETT COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
2,126
Accounts w/ balance
981
Plan assets (EOY)
$65.0M
Net assets (EOY)
$65.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: PIMCO COLLECTIVE INVESTMENT TRUST II (extraction pending)]" is 100% of plan.
- 27 bps in Schedule C fees — 69% above peer band of 16 bps.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOGGETT COMPANY, LLC.
Plan sponsor
Name
DOGGETT COMPANY, LLC
EIN
83-0501816
Address
9111 NORTH FREEWAY · HOUSTON, TX · 77037
Phone
(281) 249-4580
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WRINKLE, GARDNER & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $57K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 33-0785439 | — | BROKER | $102K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRINKLE GARDNER AND CO | 76-0361151 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
1 pooled fund· $3.4M(5% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $3.4M | 5.3% |