# The Bowen Consulting Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-bowen-consulting-group-inc-204032003-501

> The Bowen Consulting Group, INC.'s Health & Welfare plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bowen Consulting Group, INC.

- **Sponsor EIN:** 204032003

- **Sponsor Address:** 1528 SOUTH EL CAMINO REAL, SUITE407, SAN MATEO, CA, 94402

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 253

- **Total Assets:** $493,388

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|253|$493,388|$2.1M|$0|

| 2023|261|$428,919|$1.7M|$105|

| 2022|239|$418,277|$1.4M|$2,851|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$294,397|$7,542|$301,939|

| CIGNA HEALTH AND LIFE INSURANCE COM|Other Service Provider|$44,320|—|$44,320|

| FIDUCIARY PLAN MANAGEMENT SERVICES|Other Service Provider|$30,538|—|$30,538|

| BUSINESS BENEFTIS GROUP|Other Service Provider|$29,778|—|$29,778|

| INEICH & COMPANY, LLP|Auditor|$21,000|—|$21,000|

| UNITED WORKERS WELLNESS|Other Service Provider|$6,196|—|$6,196|

### Verified Provider Profiles

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

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $433,771

- **Estimated Expense Ratio:** 87.917% 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|$377,638|—|—|$21,000|—|

| 2023|$303,676|—|—|$20,000|—|

| 2022|$245,516|—|$139,265|—|$40,808|

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