# Bowen Engineering Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bowen-engineering-corporation-401k-plan

> Bowen Engineering Corporation's 401(k) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowen Engineering Corporation

- **Sponsor EIN:** 351136995

- **Sponsor Address:** 8802 N MERIDIAN ST., INDIANAPOLIS, IN, 46260

- **Plan Type:** 401(k)

- **Total Participants:** 359

- **Total Assets:** $44.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|359|$44.9M|$1.1M|$2.0M|

| 2023|292|$39.1M|$908,152|$1.8M|

| 2022|189|$35.3M|$857,384|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$103,765|—|$103,765|

| MORGAN STANLEY|INVESTMENT ADVISOR|$32,738|—|$32,738|

| MORGAN STANLEY SMITH BARNEY LLC|OTHER|$16,475|—|$16,475|

| BLUE AND COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BLUE AND COMPANY LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,978

- **Estimated Expense Ratio:** 0.341% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$152,978|$32,738|—|—|—|

| 2023|$160,662|$52,088|—|—|—|

| 2022|$148,757|$148,757|—|—|—|

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