Gregg Steiger signed Bowman and Brooke LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bowman and Brooke LLP's EIN is 41-1510639.
Download the official 2024 Form 5500 (PDF) for Bowman and Brooke LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bowman and Brooke LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLSTAR FINANCIAL | — | MINNEAPOLIS, MN | NONE | $79K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $46.3M | 23.9% | |
| Various Self-Directed Matrix Accounts | Self-Directed Brokerage | — | — | $26.7M | 13.7% | |
| Columbia Dividend Income | Other securities | — | — | $19.4M | 10.0% | |
| Fidelity International Index | Mutual Funds | — | — | $18.2M | 9.4% | |
| Columbia Total Return Bond | Other securities | — | — | $15.8M | 8.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $15.5M | 8.0% | |
| Standard Insurance Company Stable Asset Fund | Common Stocks | — | — | $10.3M | 5.3% | |
| Vanguard Group, Inc. Small-Cap Value Index | Mutual Funds | — | — | $9.1M | 4.7% | |
| Fidelity Emerging Markets Idx Instl Prm | Common Collective Trusts | — | — | $7.3M | 3.7% | |
| Janus Triton Fund Class I | Mutual Funds | — | — | $6.6M | 3.4% | |
| Goldman Sachs Intl Sm Cp | Other securities | — | — | $4.6M | 2.4% | |
| (see attachment) Baird Aggregate Bond Inst | Other securities | — | — | $4.5M | 2.3% | |
| Participants Participant Loans Rates from 4.00% - 9.25% - | Bonds / Notes | — | — | $460K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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