Original filing (PDF)20240805121805NAL0002366256001

DOGWOOD ENERGY PARTNERS, LLC

Name: DOGWOOD ENERGY PARTNERS, LLC — DOGWOOD ENERGY PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: DOGWOOD ENERGY PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

DOGWOOD ENERGY PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOGWOOD ENERGY PARTNERS, LLC.

Plan sponsor

Name

DOGWOOD ENERGY PARTNERS, LLC

EIN

88-3091600

Address

1303 1/2 HILLSIDE AVE · AUSTIN, TX · 78704

Phone

(617) 230-1980

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-04

Filed

2024-08-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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