Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES J. DOW
EIN 45-0565453Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
7
71 LEICESTER STREET - BROOKLINE, MA 02245617-543-4326
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLES J. DOW PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES J. DOW DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES J. DOW PROFIT SHARING PLAN | ProfitSharing | $1.2M | 3 | 2024 | |
| 002 | CHARLES J. DOW DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.0M | 4 | 2024 |
Retirement plans