Plan Snapshot
- Plan Sponsor: Bowman & Company LLP
- Sponsor EIN: 210658561
- Sponsor Address: 601 WHITE HORSE RD, VOORHEES, NJ, 08043
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $35.3M
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 | 115 | $35.3M | $515,137 | $1.2M |
| 2023 | 116 | $30.5M | $484,029 | $1.2M |
| 2022 | 109 | $29.8M | $430,097 | $987,120 |
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 |
|---|---|---|---|---|
| WILKIN & GUTTENPLAN, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILKIN & GUTTENPLAN, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,371 | $36,012 | — | — | — |
| 2023 | $31,733 | $37,558 | $300 | — | — |
| 2022 | $56,442 | $10,225 | — | — | — |