Original filing (PDF)20250807084333NAL0002088227001

ANDY BOWERS & ASSOCIATES, LLC

Name: ANDY BOWERS & ASSOCIATES, LLC — ANDY BOWERS & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: ANDY BOWERS & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

ANDY BOWERS & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDY BOWERS & ASSOCIATES, LLC.

Plan sponsor

Name

ANDY BOWERS & ASSOCIATES, LLC

EIN

20-4942980

Address

612 PARK STREET · SUITE 300 · COLUMBUS, OH · 43215

Phone

(614) 220-5330

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TANNENBAUM, BELLANTONE & SILVER P.C.

TANNENBAUM, BELLANTONE & SILVER P.C. RETIREMENT PLAN

$1.2M · 4 participants

FRANCY LAW FIRM PC

FRANCY LAW FIRM PC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 12 participants

MOORE LAW GROUP, PLLC

MOORE LAW GROUP CASH BALANCE PENSION PLAN

$1.2M · 13 participants

NORRIS & NORRIS, P.A.

NORRIS & NORRIS, P.A. RETIREMENT PLAN

$1.2M · 2 participants

DIRAIMONDO & SCHROEDER LLP.

DIRAIMONDO & SCHROEDER 401(K) PLAN