Original filing (PDF)20251218104506NAL0005086257001

THE BOWER FOUNDATION, INC.

Name: THE BOWER FOUNDATION, INC. — THE BOWER FOUNDATION, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: THE BOWER FOUNDATION, INC.

Form 5500

FILING_RECEIVED

THE BOWER FOUNDATION, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

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

100

/ 100

Grade A

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

100

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOWER FOUNDATION, INC..

Plan sponsor

Name

THE BOWER FOUNDATION, INC.

EIN

64-0540635

Address

578 HIGHLAND COLONY PARKWAY · SUITE 120 · RIDGELAND, MS · 39157

Phone

(601) 607-3163

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-18

Pension benefit codes

2H · Partial participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $654K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001	Pooled Separate Account	$654K	100.0%

1–1 of 1

Related plans

Similar-size Other Services (ex. Public Admin) plans

INTERNATIONAL ASSOCIATION OF WORKFORCE PROFESSIONALS

INTERNATIONAL ASSOCIATION OF WORKPLACE PROFESSIONALS 401(K) PLAN

BOSTON TEACHERS UNION LOCAL 66

BOSTON TEACHERS UNION LOCAL #66 401(K) PLAN

$0 · 25 participants

PROJECT FOR PUBLIC SPACES, INC.

PROJECT FOR PUBLIC SPACES TAX SHELTERED ANNUITY PLAN

UNITED DELIVERANCE BIBLE CENTE

UNITED DELIVERANCE BIBLE CENTE 401(K) PROFIT SHARING PLAN & TRUST

$0 · 6 participants

THE PRIDE CENTER OF MARYLAND INC