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Original filing (PDF)20251007081118NAL0002304803001
ERIC MOWER AND ASSOCIATES, INC. DBA MOWER
Form 5500
FILING_RECEIVED
MOWER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
174
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIC MOWER AND ASSOCIATES, INC. DBA MOWER.
Plan sponsor
Name
ERIC MOWER AND ASSOCIATES, INC. DBA MOWER
EIN
15-0613861
Address
211 W. JEFFERSON STREET · SYRACUSE, NY · 13202
Phone
(315) 466-1000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GROSSMAN ST. AMOUR CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAAA BENEFITS, INC. | — | CHARLOTTE, NC | N/A | $25K | — |
Investments
17 direct securities · 1 pooled fund· $57.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.7M
17 holdings
103-12 Investment Entity
$28.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $28.6M | 99.3% | |
| Fidelity Contrafund Mutual fund *** | — | — | — | $4.2M | 14.5% | |
| Vanguard Institutional Index Fund Mutual fund *** | — | — | — | $3.5M | 12.0% | |
| JPMorgan Large Cap Growth Fund Mutual fund *** | — | — | — | $3.3M | 11.6% | |
| Dodge & Cox Income Fund Mutual fund *** | — | — | — | $2.9M | 10.0% | |
| MFS Value Fund Mutual fund *** | — | — | — | $2.7M | 9.3% | |
| Party or Maturity Value Cost Current Value * American Funds EuroPacific Growth Fund Mutual fund *** | — | — | — | $1.8M | 6.2% | |
| Dodge & Cox International Stock Fund Mutual fund *** | — | — | — | $1.8M | 6.1% | |
| T Rowe Price Small-Cap Stock Fund Mutual fund *** | — | — | — | $1.7M | 6.0% | |
| JPMorgan Mid Cap Value Fund Mutual fund *** | — | — | — | $1.5M | 5.2% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual fund *** | — | — | — | $1.4M | 5.0% | |
| Morley Stable Value Fund Collective trust fund*** | — | — | — | $1.3M | 4.4% | |
| Vanguard Wellington Fund Mutual fund *** | — | — | — | $1.1M | 3.7% | |
| PIMCO Income Fund Mutual fund *** | — | — | — | $1.0M | 3.6% | |
| Vanguard Total International Stock Index Fund Mutual fund *** | — | — | — | $263K | 0.9% | |
| Vanguard Extended Market Index Fund Mutual fund *** | — | — | — | $231K | 0.8% | |
| Participant notes receivable 5.5% to 10.5% through 2029 -0- | — | — | — | $56K | 0.2% | |
| Vanguard Total Bond Market Index Fund Mutual fund *** | — | — | — | $29K | 0.1% |
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