The Bowen Group 401(k) Plan
Sponsored by The Bowen Group · EIN 204032003 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 321
- With balances
- 176
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Recordkeeping fees, Recordkeeping | $22,061 |
| Fiduciary Wealth Management | Investment advisory (plan), Direct payment from the plan | $8,146 |
| John Hancock Enterprise | Direct payment from the plan | $183 |