# Bowles Rice LLP 401(k) Plan
Source: https://planprovider.pro/companies/bowles-rice-llp-401k-plan

> Bowles Rice LLP's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowles Rice LLP

- **Sponsor EIN:** 550394186

- **Sponsor Address:** 600 QUARRIER STREET, CHARLESTON, WV, 25301

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

- **Total Participants:** 172

- **Total Assets:** $73.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|172|$73.3M|$2.1M|$1.6M|

| 2023|178|$65.7M|$2.1M|$1.5M|

| 2022|174|$59.6M|$1.9M|$1.4M|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|SERVICE PROVIDER|—|$66,327|$66,327|

| NTV ASSET MANAGEMENT|INVESTMENT ADVISOR|$50,295|—|$50,295|

| UNITED BANK|INVESTMENT ADVISOR|$33,706|—|$33,706|

| JANNEY MONTOGOMERY SCOTT LLC|INVESTMENT ADVISOR|$24,319|—|$24,319|

| MCKINLEY CARTER|INVESTMENT ADVISOR|$20,382|—|$20,382|

| MORGAN STANLEY|INVESTMENT ADVISOR|$19,019|—|$19,019|

| FRANKLIN TEMPLETON|INVESTMENT ADVISOR|$9,851|—|$9,851|

| SUTTLE & STALNAKER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — SERVICE PROVIDER

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

- [SUTTLE & STALNAKER PLLC](https://planprovider.pro/provider/suttle-and-stalnaker-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,899

- **Estimated Expense Ratio:** 0.305% 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|$364,043|—|—|—|—|

| 2023|$311,455|—|—|—|—|

| 2022|$299,821|$299,821|—|—|—|

## Similar Plans

- [Steptoe & Johnson PLLC](https://planprovider.pro/companies/steptoe-johnson-pllc-plan-001) — 724 participants

- [Orrick, Herrington & Sutcliffe LLP](https://planprovider.pro/companies/orrick-herrington-sutcliffe-llp-401k-plan) — 1,870 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bowles-rice-llp-401k-plan)

© 2026 PlanProvider.Pro