Original filing (PDF)20250923084555NAL0006590288001

BOWMAN & COMPANY, S.C. DBA AEGIS FINANCIAL

Name: BOWMAN & COMPANY, S.C. DBA AEGIS FINANCIAL — BOWMAN & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: BOWMAN & COMPANY, S.C. DBA AEGIS FINANCIAL

Form 5500-SF

FILING_RECEIVED

BOWMAN & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWMAN & COMPANY, S.C. DBA AEGIS FINANCIAL.

Plan sponsor

Name

BOWMAN & COMPANY, S.C. DBA AEGIS FINANCIAL

EIN

39-1870264

Address

530 N KOELLER STREET · OSHKOSH, WI · 54902

Phone

(920) 233-4650

Industry

Professional & Technical Servicessee all

Plan administrator