Plan Snapshot
- Plan Sponsor: Bowman And Brooke LLP
- Sponsor EIN: 411510639
- Sponsor Address: 150 SOUTH FIFTH STREET, SUITE 3000, MINNEAPOLIS, MN, 55402
- Plan Type: DC
- Total Participants: 407
- Total Assets: $194.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 407 | $194.3M | $3.3M | $3.7M |
| 2023 | 392 | $179.9M | $3.3M | $3.8M |
| 2022 | 368 | $156.4M | $3.2M | $3.4M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $94,765 | — | $94,765 |
| ALLSTAR FINANCIAL | NONE | $78,581 | — | $78,581 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,346
- Estimated Expense Ratio: 0.089% 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 | $221,289 | $78,581 | $142,708 | — | — |
| 2023 | $153,275 | $47,733 | $105,458 | — | — |
| 2022 | $227,126 | $67,626 | $146,937 | — | — |