# Bowen Health 403(b) Plan
Source: https://planprovider.pro/companies/otis-r-bowen-center-for-human-services-inc-403b-plan

> Bowen Health's 403(b) plan: 1,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bowen Health

- **Sponsor EIN:** 351057889

- **Sponsor Address:** 2621 E. JEFFERSON STREET, WARSAW, IN, 465810497

- **Plan Type:** 403(b)

- **Total Participants:** 1,128

- **Total Assets:** $25.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|1,128|$25.0M|$767,077|$2.1M|

| 2023|1,178|$22.0M|$705,134|$1.9M|

| 2022|1,210|$18.1M|$668,076|$1.8M|

## 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|

| BLUE & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BLUE & CO.](https://planprovider.pro/provider/blue-and-co-llc) — 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|$178,717|—|$138,730|—|—|

| 2023|$138,142|—|$138,142|—|—|

| 2022|$128,007|—|$128,007|—|—|

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