# Bowen & Kowalski LLP 401(k) Plan
Source: https://planprovider.pro/companies/bowen-kowalski-llp-401k-plan

> Bowen & Kowalski LLP's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowen & Kowalski LLP

- **Sponsor EIN:** 721395756

- **Sponsor Address:** 3300 CAHABA ROAD, SUITE 310, BIRMINGHAM, AL, 35223

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

- **Total Participants:** 2

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2|$1.2M|$59,345|$0|

| 2023|2|$1.0M|$48,489|$0|

| 2022|2|$840,645|$66,947|$0|

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