DAWSON ADVISORY, LLC
Plan context: ALD-WRD LLC 401(K) PLAN
EIN 84-2880594 • Houston, TX • 6 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$987,821
2025 Contributions
$226,513
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $987,821 | $226,513 | $16,180iApproximate average salary by contribution assumption: employee only about $404,488 at 4% or $269,658 at 6%; with 50% employer match about $269,658 at 4% or $179,772 at 6%; with 100% employer match about $202,244 at 4% or $134,829 at 6%. |
| ALD-WRD LLC 401(K) PLAN | - | 14 | $987,821 | $226,513 | $16,180iApproximate average salary by contribution assumption: employee only about $404,488 at 4% or $269,658 at 6%; with 50% employer match about $269,658 at 4% or $179,772 at 6%; with 100% employer match about $202,244 at 4% or $134,829 at 6%. |
| 2024 | 1 | 15 | $852,110 | $273,638 | $18,243iApproximate average salary by contribution assumption: employee only about $456,063 at 4% or $304,042 at 6%; with 50% employer match about $304,042 at 4% or $202,695 at 6%; with 100% employer match about $228,032 at 4% or $152,021 at 6%. |
| ALD-WRD LLC 401(K) PLAN | - | 15 | $852,110 | $273,638 | $18,243iApproximate average salary by contribution assumption: employee only about $456,063 at 4% or $304,042 at 6%; with 50% employer match about $304,042 at 4% or $202,695 at 6%; with 100% employer match about $228,032 at 4% or $152,021 at 6%. |
| 2023 | 1 | 15 | $564,896 | $226,677 | $15,112iApproximate average salary by contribution assumption: employee only about $377,795 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,909 at 6%; with 100% employer match about $188,898 at 4% or $125,932 at 6%. |
| ALD-WRD LLC 401(K) PLAN | - | 15 | $564,896 | $226,677 | $15,112iApproximate average salary by contribution assumption: employee only about $377,795 at 4% or $251,863 at 6%; with 50% employer match about $251,863 at 4% or $167,909 at 6%; with 100% employer match about $188,898 at 4% or $125,932 at 6%. |
| 2022 | 1 | 16 | $742,627 | $144,090 | $9,006iApproximate average salary by contribution assumption: employee only about $225,141 at 4% or $150,094 at 6%; with 50% employer match about $150,094 at 4% or $100,063 at 6%; with 100% employer match about $112,570 at 4% or $75,047 at 6%. |
| ALD-WRD LLC | - | 16 | $742,627 | $144,090 | $9,006iApproximate average salary by contribution assumption: employee only about $225,141 at 4% or $150,094 at 6%; with 50% employer match about $150,094 at 4% or $100,063 at 6%; with 100% employer match about $112,570 at 4% or $75,047 at 6%. |
| 2021 | 1 | 16 | $862,009 | $133,312 | $8,332iApproximate average salary by contribution assumption: employee only about $208,300 at 4% or $138,867 at 6%; with 50% employer match about $138,867 at 4% or $92,578 at 6%; with 100% employer match about $104,150 at 4% or $69,433 at 6%. |
| DAWSON FINANCIAL SERVICES 401(K) PLAN | - | 16 | $862,009 | $133,312 | $8,332iApproximate average salary by contribution assumption: employee only about $208,300 at 4% or $138,867 at 6%; with 50% employer match about $138,867 at 4% or $92,578 at 6%; with 100% employer match about $104,150 at 4% or $69,433 at 6%. |
| 2020 | 1 | 18 | $843,695 | $111,255 | $6,181iApproximate average salary by contribution assumption: employee only about $154,521 at 4% or $103,014 at 6%; with 50% employer match about $103,014 at 4% or $68,676 at 6%; with 100% employer match about $77,260 at 4% or $51,507 at 6%. |
| DAWSON FINANCIAL SERVICES 401(K) PLAN | - | 18 | $843,695 | $111,255 | $6,181iApproximate average salary by contribution assumption: employee only about $154,521 at 4% or $103,014 at 6%; with 50% employer match about $103,014 at 4% or $68,676 at 6%; with 100% employer match about $77,260 at 4% or $51,507 at 6%. |