Original filing (PDF)20251015081806NAL0005661360001

BOWLES RICE LLP

Name: BOWLES RICE LLP — BOWLES RICE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOWLES RICE LLP

Form 5500

FILING_RECEIVED

BOWLES RICE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

172

Accounts w/ balance

260

Plan assets (EOY)

$73.3M

Net assets (EOY)

$73.3M

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWLES RICE LLP.

Plan sponsor

Name

BOWLES RICE LLP

EIN

55-0394186

Address

600 QUARRIER STREET · CHARLESTON, WV · 25301

Phone

(304) 347-1100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

7 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NTV ASSET MANAGEMENT	—	CHARLESTON, WV	INVESTMENT ADVISOR	$50K	—
UNITED BANK	—	CHARLESTON, WV	INVESTMENT ADVISOR	$34K	—
JANNEY MONTOGOMERY SCOTT LLC	—	CHARLESTON, WV	INVESTMENT ADVISOR	$24K	—
MCKINLEY CARTER	—	WHEELING, WV	INVESTMENT ADVISOR	$20K	—
MORGAN STANLEY	—	CHARLESTON, WV	INVESTMENT ADVISOR	$19K	—
FRANKLIN TEMPLETON

Investments

10 pooled funds· $29.6M(40% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AM CNT ONE CHOICE 2035 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Common Collective Trust	$7.2M	9.9%
AM CNT ONE CHOICE 2030 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Common Collective Trust	$5.1M	6.9%
AM CNT ONE CHC IN RET TR VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000	Common Collective Trust	$4.1M	5.5%

Related plans

Similar-size Law Offices plans

LOCKE LORD LLP

LOCKE LORD LLP 2017 PARTNERS CASH BALANCE PLAN

$73.0M · 241 participants

LANDMAN CORSI BALLAINE & FORD P.C.

LANDMAN CORSI BALLAINE & FORD 401(K) PROFIT SHARING PLAN

$73.0M · 128 participants

HEPLERBROOM, LLC

HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

$73.7M · 182 participants

OGDEN MURPHY WALLACE, PLLC

THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC

$73.8M · 124 participants

BUTLER WEIHMULLER KATZ CRAIG, LLP

BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN