Bowman 401(k) Plan
Sponsored by Bowman Auto Group, Inc. · EIN 812848097 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 154
- With balances
- 204
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $28,369 |
| Captrust | Investment management fees (direct), Investment advisory (plan) | $10,782 |
| Charles Schwab Trust Bank | Consulting (pension), Float revenue, Custodial (other) | $4,553 |