John Bowman, Inc. Employee 401(k) Plan
Sponsored by John Bowman, Inc. · EIN 840562424 · Plan #004
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 98
- With balances
- 91
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $52,845 |
| Tpp Retirement Plan Specialists Llc | Recordkeeping fees | $16,547 |