Original filing (PDF)20251002105128NAL0000383537001

BOWMAN & COMPANY LLP

Name: BOWMAN & COMPANY LLP — BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: BOWMAN & COMPANY LLP

Form 5500

FILING_RECEIVED

BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

115

Accounts w/ balance

157

Plan assets (EOY)

$35.3M

Net assets (EOY)

$35.3M

How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWMAN & COMPANY LLP.

Plan sponsor

Name

BOWMAN & COMPANY LLP

EIN

21-0658561

Address

601 WHITE HORSE RD · VOORHEES, NJ · 08043

Phone

(856) 435-6200

Industry

CPA Offices· 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

2025-10-02

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$859	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES	22-3570392	—	ADVISOR	$30K	—
STRATEGIC ADVISORS, INC.

Investments

35 direct securities · 1 pooled fund· $35.3M(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.

Other securities

$32.1M

33 holdings

Common Collective Trust

$3.0M

1 holding

Participant loans

$156K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$4.8M	13.7%
MainStay Winslow Large Cap Growth Fund Class I	Other securities	—	—	$3.7M	10.5%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$3.0M	8.6%
Artisan Mid Cap Fund Institutional Class	Other securities	—	—	$2.4M	6.9%
Fidelity Freedom 2040 Fund - Class K	Other securities	—	—	$2.0M	5.7%
Principal SmallCap Fund R-5 Class	Other securities	—	—	$1.7M	4.9%
American Funds New Perspective R4	Other securities	—	—	$1.7M	4.8%
Columbia Dividend Income Fund Class I3	Other securities	—	—	$1.6M	4.5%
JPMorgan Mid Cap Value Fund Class L	Other securities	—	—	$1.5M	4.3%
Fidelity Total Bond Fund	Other securities	—	—	$1.5M	4.2%
Fidelity Freedom 2050 Fund - Class K	Other securities	—	—	$1.2M	3.3%
Thornburg Strategic Income Fund R5	Other securities	—	—	$1.0M	2.9%
Fidelity Low-Priced Stock Fund - Class K	Other securities	—	—	$1000K	2.8%
Fidelity Freedom 2060 Fund - Class K	Other securities	—	—	$938K	2.7%
MFS International Diversification Fund Class R4	Other securities	—	—	$790K	2.2%
Fidelity Freedom 2030 Fund - Class K	Other securities	—	—	$732K	2.1%
Fidelity International Index Fund	Other securities	—	—	$651K	1.8%
Fidelity U.S. Bond Fund Index Fund	Other securities	—	—	$647K	1.8%
Columbia Income Opportunities Fund Institutional Class	Other securities	—	—	$451K	1.3%
T. Rowe Price Dividend Growth Fund	Other securities	—	—	$451K	1.3%
Fidelity Freedom 2045 Fund - Class K	Other securities	—	—	$437K	1.2%
Fidelity Extended Market Index Fund	Other securities	—	—	$378K	1.1%
Fidelity Freedom 2065 Fund - Class K	Other securities	—	—	$346K	1.0%
Fidelity Freedom 2055 Fund - Class K	Other securities	—	—	$342K	1.0%
Fidelity Freedom 2025 Fund - Class K	Other securities	—	—	$338K	1.0%
Fidelity Small Cap Index Fund	Other securities	—	—	$227K	0.6%
DFA Emerging Markets Core Equity 2 Portfolio Instl Class	Other securities	—	—	$202K	0.6%
American Century Small Cap Value Fund R6	Other securities	—	—	$200K	0.6%
Fidelity Freedom Income Fund - Class K	Other securities	—	—	$186K	0.5%
Fidelity Freedom 2035 Fund - Class K	Other securities	—	—	$164K	0.5%
Participant Loan Receivable	Participant loans	—	—	$156K	0.4%
Fidelity Strategic Income Fund	Other securities	—	—	$151K	0.4%
PIMCO Real Return Fund Institutional Class	Other securities	—	—	$130K	0.4%
Fidelity Freedom 2020 Fund - Class K	Other securities	—	—	$99K	0.3%
Fidelity Mid Cap Index Fund	Other securities	—	—	$75K	0.2%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$1K	<0.1%