The Bowen Group's EIN is 20-4032003.
Download the official 2024 Form 5500 (PDF) for The Bowen Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bowen Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $22K | — |
| JOHN HANCOCK ENTERPRISE | 01-0233346 | — | NONE | $183 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WEALTH MANAGEMENT | — | RESTON, VA | NONE |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $916K | 21.4% | |
| Vanguard 500 Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $601K | 14.1% | |
| Vanguard Balanced Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $508K | 11.9% | |
| Vanguard Equity Income Fund Admiral Mutual fund | Mutual Funds | — | — | $351K | 8.2% | |
| JOHN HANCOCK LT BL 2035 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $327K | 7.7% | |
| Baird Core Plus Bond Fund Institutional Mutual fund | Other securities | — | — | $206K | 4.8% | |
| JOHN HANCOCK LT BL 2030 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $198K | 4.6% | |
| Vanguard Small Cap Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $185K | 4.3% | |
| American Funds Capital World Growth and Income Mutual fund | Mutual Funds | — | — | $155K | 3.6% | |
| JOHN HANCOCK LT BL 2055 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $131K | 3.1% | |
| Invesco Developing Markets Fund Mutual fund | Mutual Funds | — | — | $121K | 2.8% | |
| JOHN HANCOCK LT BL 2050 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $101K | 2.4% | |
| John Hancock U.S. Growth Fund Mutual fund | Other securities | — | — | $66K | 1.5% | |
| John Hancock Stable Value Guaranteed Income Fd Insurance co. account | Stable Value | — | — | $66K | 1.5% | |
| Vanguard High-Yield Corporate Fund Admiral Mutual fund | Mutual Funds | — | — | $58K | 1.4% | |
| JOHN HANCOCK LT BL 2040 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $48K | 1.1% | |
| American Funds Capital Income Builder Fund Mutual fund | Mutual Funds | — | — | $42K | 1.0% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $41K | 1.0% | |
| JOHN HANCOCK LT BL 2065 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $29K | 0.7% | |
| JOHN HANCOCK LT BL 2025 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $28K | 0.7% | |
| JOHN HANCOCK LT BL 2045 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $24K | 0.6% | |
| JOHN HANCOCK LT BL 2060 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $15K | 0.3% | |
| Vanguard Total International Stock Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $12K | 0.3% | |
| JPMorgan U.S. Government Money Market Capital Mutual fund | Cash / Money Market | — | — | $5K | 0.1% | |
| JOHN HANCOCK LT BL 2020 TR R4 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $160 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $8K |
| — |
