· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COWAN ASSOCIATES, INC. — COWAN ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710081344NAL0005334481001
COWAN ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
COWAN ASSOCIATES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
24
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COWAN ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
COWAN ASSOCIATES, INC.
EIN
23-1684311
Address
120 PENN AM DRPO BOX 949 · QUAKERTOWN, PA · 18951
Phone
(215) 536-7075
Industry
Engineering Services
· Professional & Technical Services
see 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
2025-07-10
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
GREAT RIVER ASSOCIATES, INC
GREAT RIVER ASSOCIATES 401(K) PLAN
$2.7M · 89 participants
ACQCENTRIC, INC.
ACQCENTRIC, INC. 401(K) PLAN
$2.7M · 27 participants
ISIMINGER & STUBBS ENGINEERING, INC
ISIMINGER & STUBBS ENGINEERING INC. 401(K) PLAN
$2.7M · 9 participants
STOVER ENGINEERING
STOVER ENGINEERING 401K PLAN AND TRUST
$2.7M · 4 participants
EMERALD ENGINEERING INC
EMERALD ENGINEERING 401K PLAN
$2.7M · 39 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE MERCURY IRON AND STEEL COMPANY
THE MERCURY IRON AND STEEL COMPANY 401K PROFIT SHARING PLAN AND TRUST
$2.7M · 24 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B