How big is Dow Janes LLC's plan?

Dow Janes LLC's plan reported $328K in assets and 16 participants for 2024.

Original filing (PDF)20251009155336NAL0011305280001

Dow Janes LLC

Name: Dow Janes LLC — Dow Janes LLC 401(k) Plan, Form 5500 (2024)
Creator: Dow Janes LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dow Janes LLC 401(k) Plan

Defined-contribution retirement plan · Dow Janes LLC's Dow Janes LLC 401(k) Plan held $328K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

People on this filing

Richard Tatum signed Dow Janes LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dow Janes LLC's EIN is 84-3771123.

EIN 84-3771123

Plan number 001

Plan year 2024

ACK ID 20251009155336NAL0011305280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dow Janes LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dow Janes LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DOW JANES LLC

EIN

all filings

Address

491 N MAIN ST SUITE 300 · PO BOX 3639 · KETCHUM, ID · 83340

Phone

(208) 721-1695

Industry

Professional & Technical Services

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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