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Original filing (PDF)20251024133311NAL0002291265001
DOWD DELIVERIES
Form 5500
FILING_RECEIVED
DOWD DELIVERIES 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
112
Plan assets (EOY)
$210K
Net assets (EOY)
$210K
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm" is 45% of plan.
- 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 DOWD DELIVERIES.
Plan sponsor
Name
DOWD DELIVERIES
EIN
84-4000911
Address
393 PINGREE HILL RD · AUBURN, NH · 03032
Phone
(603) 361-2076
Industry
Transportation & Warehousingsee 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
2025-10-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HARVEY & MARTIN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $207K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $93K | 44.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $63K | 30.1% | |
| Vanguard Short-Term Bond Index Adm ** 125 Vanguard Total Bond Market Index Adm | — | — | — | $20K | 9.6% | |
| Vanguard Long-Term Bond Index Fund Admiral ** 341 Vanguard Mid-Cap Growth Index Admiral ** 979 Vanguard Real Estate Index Admiral | — | — | — | $16K | 7.8% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $8K | 3.8% | |
| Matrix Trust Company BANC Master Deposit Account ** 1 Vanguard 500 Index Admiral | — | — | — | $2K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm ** 991 Vanguard FTSE Social Index Fund Admiral ** 677 Vanguard Growth Index Admiral | — | — | — | $2K | 0.8% | |
| party value ** * Matrix Trust Company Non-Interest Bearing Cash Account | — | — | — | $2K | 0.8% |
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