· 2022–2024 · DOL EFAST2

BOWEN, HANES & COMPANY, INC. — BOWEN, HANES & COMPANY, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250513092758NAL0017630369001

BOWEN, HANES & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

BOWEN, HANES & COMPANY, INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

10

Accounts w/ balance

13

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWEN, HANES & COMPANY, INC..

Plan sponsor

Name

BOWEN, HANES & COMPANY, INC.

EIN

58-1396553

Address

135 PROFESSIONAL DRIVE · SUITE 103 · PONTE VEDRA BEACH, FL · 32082

Phone

(404) 995-0507

Industry

Finance & Insurancesee 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

2025-05-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CUTLER INVESTMENT GROUP

CUTLER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN

$5.9M · 24 participants

WEISS ASSET MANAGEMENT LP

WEISS ASSET MANAGEMENT LP DEFINED BENEFIT PLAN

$5.9M · 79 participants

THREE CITIES RESEARCH, INC.

THREE CITIES RESEARCH, INC. 401(K) PLAN

$5.9M · 74 participants

CRAFT VENTURES MANAGEMENT, L.P.

CRAFT VENTURES MANAGEMENT, L.P. 401(K) PLAN

$5.9M · 36 participants

CARVER FINANCIAL SERVICES, INC.

CARVER FINANCIAL SERVICES, INC. 401(K) PLAN