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Original filing (PDF)20251014094542NAL0001183619001
DAWSON CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
DAWSON CONSTRUCTION, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
190
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAWSON CONSTRUCTION, LLC.
Plan sponsor
Name
DAWSON CONSTRUCTION, LLC
EIN
91-1857107
Address
405 - 32ND STREET · SUITE 110 · BELLINGHAM, WA · 98225
Phone
(360) 756-1000
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STANDARD | 25-1838406 | — | CUSTODIAN | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | 82-1301707 | — | ADVISOR | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC. | 91-1072394 | — | TPA | — | — |
Investments
19 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Admiral | — | — | — | $2.3M | 17.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.2M | 17.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.7M | 13.0% | |
| Standard Insurance Company Guaranteed Stable Value Account | — | — | — | $1.4M | 10.6% | |
| Alliance Bernstein Large Cap Growth Fund Class Z | — | — | — | $1.2M | 9.5% | |
| Columbia Dividend Income Inst 3 | — | — | — | $1.0M | 7.9% | |
| American Funds American Balanced R6 | — | — | — | $787K | 6.2% | |
| Vanguard Small Cap Index Admiral | — | — | — | $625K | 4.9% | |
| JP Morgan MID Cap Growth Fund R5 | — | — | — | $385K | 3.0% | |
| T. Rowe Price Mid-Cap Value I | — | — | — | $384K | 3.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $225K | 1.8% | |
| DFA Inflation Protected Securities | — | — | — | $216K | 1.7% | |
| Alliance Bernstein Small Cap Growth Portfolio Class Z | — | — | — | $148K | 1.2% | |
| MFS International Growth R5 | — | — | — | $84K | 0.7% | |
| Janus Henderson Multi-Sector Income N | — | — | — | $80K | 0.6% | |
| various maturity dates through 2034 | — | — | — | $75K | 0.6% | |
| American Fund New World R6 | — | — | — | $36K | 0.3% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $11K | <0.1% | |
| Cash | — | — | — | $7K | <0.1% |
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