Matthew Bower signed Don E. Bower, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Don E. Bower, Inc.'s EIN is 23-2132575.
Download the official 2024 Form 5500 (PDF) for Don E. Bower, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Don E. Bower, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37 | — |
| Name | EIN | Location | Relation |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.9M | 35.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $904K | 16.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $564K | 10.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $512K | 9.4% | |
| JPMorgan Mid Cap Growth R6 N/R 77 PIMCO International Bond (USD-Hedged) Inst N/R 664 Putnam Large Cap Value R6 N/R | Mutual Funds | — | — | $324K | 6.0% | |
| Janus Henderson Global Equity Income N N/R 886 JPMorgan Large Cap Growth R6 N/R | Mutual Funds | — | — | $241K | 4.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $234K | 4.3% | |
| TROWE PRICE RET BLEND SELCT TRST 20 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $222K | 4.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $121K | 2.2% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $94K | 1.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $64K | 1.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $59K | 1.1% | |
| American Funds American Hi Inc Tr R6 N/R 157 American Funds Inflation Linked Bd R6 N/R 725 American Funds New Perspective R6 N/R | Mutual Funds | — | — | $34K | 0.6% | |
| American Century Small Cap Growth R6 N/R | Other securities | — | — | $32K | 0.6% | |
| American Century Global Real Estate R6 N/R 156 American Century Mid Cap Value R6 N/R | Mutual Funds | — | — | $27K | 0.5% | |
| Fidelity Advisor Focused Emerging Market Z N/R | Mutual Funds | — | — | $22K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $21K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $20K | 0.4% | |
| * Empower EI Fixed Account - Series Class I N/R | Guaranteed Income / GIC | — | — | $7K | 0.1% | |
| DFA Commodity Strategy I N/R 311 DFA US Small Cap Value I N/R | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Advisor Investment Grade Bond Z N/R 234 Hartford Schroders International Stock Sdr N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| PARK AVENUE SECURITIES LLC | — | BETHLEHEM, PA | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINFIELD, MA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS INC. | 31-1299207 | CINCINNATI, OH | TPA | $780 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | — | CHICAGO, IL | OTHER | $1K | — |
