Plan Snapshot
- Plan Sponsor: John Bowman, INC.
- Sponsor EIN: 840562424
- Sponsor Address: 9439 BANDLEY DRIVE, FOUNTAIN, CO, 80817
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 98 | $11.2M | $0 | $419,169 |
| 2023 | 121 | $10.4M | $0 | $414,819 |
| 2022 | 87 | $9.1M | $0 | $428,096 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC | Other Service Provider | $52,845 | — | $52,845 |
| TPP RETIREMENT PLAN SPECIALISTS LLC | Other Service Provider | $16,547 | — | $16,547 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,392
- Estimated Expense Ratio: 0.621% 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 | $72,702 | $52,845 | $16,547 | — | — |
| 2023 | $63,557 | $45,331 | $15,266 | — | — |
| 2022 | $63,842 | $45,360 | $13,819 | — | — |