Richard L. Bowen & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard L. Bowen & Associates, INC.
  • Sponsor EIN: 341156989
  • Sponsor Address: 2019 CENTER ST, SUITE 500, CLEVELAND, OH, 44113
  • Plan Type: DC
  • Total Participants: 39
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202439$6.3M$337,724$0
202349$5.8M$357,829$0
202243$6.7M$370,255$0

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