Bowen Engineering Profit Sharing 401(k) Plan
Sponsored by Bowen Engineering Corporation · EIN 351136995 · Plan #001
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 359
- With balances
- 337
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $103,765 |
| Morgan Stanley | Investment advisory (plan) | $32,738 |
| Morgan Stanley Smith Barney Llc | Other fees | $16,475 |