Plan Snapshot
- Plan Sponsor: Richard L. Bowen & Associates, INC.
- Sponsor EIN: 341156989
- Sponsor Address: 2019 CENTER STREET SUITE 500, CLEVELAND, OH, 44113
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 35 | $6.2M | $0 | $375,361 |
| 2023 | 50 | $6.4M | $0 | $369,825 |
| 2022 | 48 | $5.3M | $0 | $352,229 |