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Original filing (PDF)20250916094328NAL0001106659001
BOWMAN CONSULTING GROUP, LTD.
Form 5500
FILING_RECEIVED
BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,122
Accounts w/ balance
2,493
Plan assets (EOY)
$164.7M
Net assets (EOY)
$164.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 85% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWMAN CONSULTING GROUP, LTD..
Plan sponsor
Name
BOWMAN CONSULTING GROUP, LTD.
EIN
54-1762351
Address
12355 SUNRISE VALLEY DR., SUITE 520 · RESTON, VA · 20191
Phone
(703) 464-1000
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-16
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, ABOSCH, ET. AT., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $215K | — |
| LION STREET ADVISORS LLC | 80-0946231 | — | N/A | $60K | — |
| FIDELITY PERSONAL TRUST COMPANY | — | BOSTON, MA | N/A | $30K | — |
Investments
28 direct securities· $164.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retirement | — | — | — | $28.3M | 17.2% | |
| American Funds American Funds 2040 Target Date Retirement | — | — | — | $25.4M | 15.4% | |
| Fidelity 500 Index | — | — | — | $18.1M | 11.0% | |
| American Funds American Funds 2050 Target Date Retirement | — | — | — | $17.2M | 10.5% | |
| American Funds American Funds 2020 Target Date Retirement | — | — | — | $12.1M | 7.3% | |
| American Funds American Funds 2060 Target Date Retirement | — | — | — | $10.8M | 6.6% | |
| JPMorgan Large Cap Growth CL R6 | — | — | — | $6.5M | 3.9% | |
| Fidelity Contrafund | — | — | — | $5.4M | 3.3% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $3.7M | 2.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth | — | — | — | $3.7M | 2.2% | |
| Vanguard Equity-income Admiral | — | — | — | $3.5M | 2.2% | |
| MFS International Growth CL R6 | — | — | — | $3.5M | 2.1% | |
| MFS Mid Cap Value R6 | — | — | — | $3.1M | 1.9% | |
| MFS Mid Cap Growth R6 | — | — | — | $2.9M | 1.8% | |
| T. Rowe Price T. Rowe Price New Horizons | — | — | — | $2.8M | 1.7% | |
| Fidelity Government Money Market Fund | — | — | — | $2.5M | 1.5% | |
| Fidelity Small Cap Index | — | — | — | $2.3M | 1.4% | |
| T. Rowe Price T. Rowe Price Value | — | — | — | $1.8M | 1.1% | |
| MFS International Intrinsic Value R6 | — | — | — | $1.7M | 1.0% | |
| Participant Loans Interest at 4.25% - 9.50% -0- | — | — | — | $1.6M | 1.0% | |
| Victory Sycamore Small Company Opportunity | — | — | — | $1.5M | 0.9% | |
| PGIM Total Return Bond Z | — | — | — | $1.4M | 0.9% | |
| Fidelity Inflation-protected Bond Index Fund | — | — | — | $1.3M | 0.8% | |
| PGIM High Yield CL R6 | — | — | — | $1.2M | 0.7% | |
| American Funds American Funds 2010 Target Date Retirement | — | — | — | $858K | 0.5% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $795K | 0.5% | |
| Vanguard Total International Bond Index Admiral | — | — | — | $421K | 0.3% | |
| Fidelity Government Cash Reserves | — | — | — | $156K | <0.1% |
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