# Bowman And Brooke LLP DC Plan
Source: https://planprovider.pro/companies/bowman-and-brooke-llp-plan-001

> Bowman And Brooke LLP's DC plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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