Jay Baumgartner signed Bowen Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bowen Health's EIN is 35-1057889.
Download the official 2024 Form 5500 (PDF) for Bowen Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bowen Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $139K | — |
| RETIREMENT PLAN CONCEPTS & SERVICE | 35-2091834 | — | RECORD KEEPER | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Investor Shares *** | Mutual Funds | — | — | $3.0M | 12.0% | |
| Vanguard Target Retirement 2030 Investor Shares *** | Mutual Funds | — | — | $2.9M | 11.6% | |
| Vanguard Target Retirement 2050 Investor Shares *** | Mutual Funds | — | — | $2.7M | 10.8% | |
| Vanguard Target Retirement 2055 Investor Shares *** | Mutual Funds | — | — | $2.7M | 10.7% | |
| Vanguard Target Retirement 2045 Investor Shares *** | Mutual Funds | — | — | $2.4M | 9.5% | |
| Vanguard Target Retirement 2040 Investor Shares *** | Mutual Funds | — | — | $2.4M | 9.5% | |
| & Mutual funds Alliance Bernstein Global Thematic Growth *** ** 319 American Funds American Balanced Class R6 *** | Mutual Funds | — | — | $1.1M | 4.6% | |
| Vanguard Target Retirement 2060 Investor Shares *** | Mutual Funds | — | — | $1.0M | 4.1% | |
| American Funds Growth *** | Mutual Funds | — | — | $939K | 3.8% | |
| Vanguard Target Retirement 2025 Investor Shares *** | Mutual Funds | — | — | $640K | 2.6% | |
| Vanguard 500 Index Admiral Class *** | Common Collective Trusts | — | — | $615K | 2.5% | |
| MFS Growth Class R6 *** | Mutual Funds | — | — | $438K | 1.8% | |
| Baird Aggregate Bond Class Institutional *** | Other securities | — | — | $437K | 1.8% | |
| ^ Fully benefit-responsive investment contracts * Lincoln National Group Fixed Account Guaranteed interest contract 3.11% | Bonds / Notes | — | — | $404K | 1.6% | |
| Vanguard Target Retirement 2020 Investor Shares *** | Mutual Funds | — | — | $271K | 1.1% | |
| Notes receivable from participants due through 2053 Interest rates ranging from 5.25% to 10.50% -0- | Bonds / Notes | — | — | $238K | 1.0% | |
| Pimco Income Institutional Class *** | Mutual Funds | — | — | $225K | 0.9% | |
| Vanguard Target Retirement 2065 Investor Shares *** | Mutual Funds | — | — | $212K | 0.8% | |
| American Funds Growth-Income *** | Mutual Funds | — | — | $208K | 0.8% | |
| LVIP SSGA International Managed Volatility *** ** 84 * LVIP SSGA S&P 500 Index *** | Common Collective Trusts | — | — | $193K | 0.8% | |
| DFA US Small Cap Value Institutional Class *** | Mutual Funds | — | — | $175K | 0.7% | |
| Lincoln Stable Value Account Guaranteed interest contract 1.37% | Stable Value | — | — | $158K | 0.6% | |
| LVIP Macquarie Social Awareness *** | Other securities | — | — | $131K | 0.5% | |
| Vanguard Mid Cap Index Admiral Shares *** | Mutual Funds | — | — | $120K | 0.5% | |
| LVIP Macquarie High Yield Fund *** ** 141 * LVIP Macquarie Mid Cap Value Fund *** | Other securities | — | — | $112K | 0.4% | |
| s (continued) * LVIP Protected Profile 2020 *** ** 145 * LVIP Protected Profile 2030 *** ** 156 * LVIP Protected Profile 2040 *** | Mutual Funds | — | — | $84K | 0.3% | |
| DWS Alternative Asset Allocation VIP *** ** 90 Federated Government UL Duration Class R6 *** | Other securities | — | — | $83K | 0.3% | |
| Fidelity VIP Contrafund *** | Mutual Funds | — | — | $80K | 0.3% | |
| LVIP Macquarie Value Series *** | Other securities | — | — | $57K | 0.2% | |
| LVIP Global Income *** ** 223 * LVIP Global Moderate Allocation Managed Risk *** | Other securities | — | — | $57K | 0.2% | |
| American Funds New World Class R6 *** | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity VIP Freedom Target Date 2050 *** ** 597 Fidelity VIP Growth *** | Mutual Funds | — | — | $52K | 0.2% | |
| LVIP Protected Profile 2050 *** | Other securities | — | — | $51K | 0.2% | |
| Vanguard Developed Markets Index Admiral Shares *** | Mutual Funds | — | — | $50K | 0.2% | |
| American Funds Global Growth *** | Mutual Funds | — | — | $48K | 0.2% | |
| PGIM Jennison Small Company Class R6 *** | Common Stocks | — | — | $46K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares *** | Mutual Funds | — | — | $44K | 0.2% | |
| Invesco Diversified Dividend Class R6 *** | Mutual Funds | — | — | $42K | 0.2% | |
| MFS Utilities *** | Mutual Funds | — | — | $40K | 0.2% | |
| American Funds International Growth and Income *** | Mutual Funds | — | — | $38K | 0.2% | |
| LVIP Dimensional U.S. Core Equity *** | Mutual Funds | — | — | $37K | 0.1% | |
| Vanguard Target Retirement Income Investor Shares *** | Mutual Funds | — | — | $35K | 0.1% | |
| LVIP Vanguard Domestic Equity ETF *** | Mutual Funds | — | — | $34K | 0.1% | |
| LVIP Blackrock Inflation Protected Bond *** ** 484 * LVIP Blackrock Dividend Value Managed Volatility *** | Other securities | — | — | $34K | 0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth *** | Other securities | — | — | $32K | 0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility *** | Other securities | — | — | $32K | 0.1% | |
| LVIP Macquarie SMid Cap Core Series *** | Other securities | — | — | $27K | 0.1% | |
| LVIP Vanguard International Equity ETF *** ** 601 Macquarie Small Cap Value *** | Mutual Funds | — | — | $20K | <0.1% | |
| LVIP Baron Growth Opportunities *** | Other securities | — | — | $20K | <0.1% | |
| Vanguard Inflation Protected Securities Admiral Shares *** | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
