# W.E. Bowers And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-e-bowers-and-associates-inc-401k-plan

> W.E. Bowers And Associates, INC.'s 401(k) plan: 904 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W.E. Bowers And Associates, INC.

- **Sponsor EIN:** 521339598

- **Sponsor Address:** 12401 KILN COURT, BELTSVILLE, MD, 20705

- **Plan Type:** 401(k)

- **Total Participants:** 904

- **Total Assets:** $21.8M

## 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|904|$21.8M|$0|$2.3M|

| 2023|962|$19.7M|$0|$2.1M|

| 2022|988|$16.8M|$0|$2.2M|

## 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|

| ADP, INC.|RECORD KEEPER|$59,519|—|$59,519|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$38,636|$745|$39,381|

| FAW CASSON & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FAW CASSON & CO. LLP](https://planprovider.pro/provider/faw-casson-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $98,900

- **Estimated Expense Ratio:** 0.454% 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|$98,681|$38,636|—|—|—|

| 2023|$97,602|$37,952|—|—|—|

| 2022|$84,864|—|—|—|—|

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