BOWLES RICE LLP 401(k) Plan
What public Form 5500 filings show about the BOWLES RICE LLP 401(k) plan — and how to find and check your own account.
The BOWLES RICE LLP 401(k) on its latest Form 5500
BOWLES RICE LLP (EIN 55-0394186) reports BOWLES RICE 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $73.3M in plan assets across 172 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BOWLES RICE LLP filing — schedules, fees, and providers.
Who runs the BOWLES RICE LLP 401(k)?
BOWLES RICE LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BOWLES RICE LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, MCKINLEY CARTER, FRANKLIN TEMPLETON, UNITED BANK, NTV ASSET MANAGEMENT, MORGAN STANLEY SMITH BARNEY.
How to check your BOWLES RICE LLP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BOWLES RICE LLP HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).