Plan Snapshot
- Plan Sponsor: The Bowen Group
- Sponsor EIN: 204032003
- Sponsor Address: 14200 PARK MEADOW DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 321 | $4.3M | $190,787 | $472,073 |
| 2023 | 251 | $3.6M | $192,186 | $447,005 |
| 2022 | 259 | $3.3M | $164,283 | $440,229 |
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 |
|---|---|---|---|---|
| BERNARD BETHKE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD BETHKE — 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 | $30,388 | $8,146 | $22,060 | — | — |
| 2023 | $25,882 | $7,566 | $18,316 | — | — |
| 2022 | $20,958 | $7,920 | $13,038 | — | — |