How big is Bowles & Verna LLP's plan?

Bowles & Verna LLP's plan reported $16.9M in assets and 31 participants for 2024.

Original filing (PDF)20250418162115NAL0001463011001

Bowles & Verna LLP

Name: Bowles & Verna LLP — Bowles & Verna LLP 401(k), Form 5500 (2024)
Creator: Bowles & Verna LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bowles & Verna LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Bowles & Verna LLP's Bowles & Verna LLP 401(k) Profit Sharing Plan and Trust held $16.9M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

Plan identifiers

Bowles & Verna LLP's EIN is 68-0102293.

EIN 68-0102293

Plan number 001

Plan year 2024

ACK ID 20250418162115NAL0001463011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bowles & Verna LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bowles & Verna LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWLES & VERNA LLP.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BOWLES & VERNA LLP

EIN

all filings

Address

2121 N. CALIFORNIA BLVD STE 875 · WALNUT CREEK, CA · 945968180

Phone

(925) 935-3300

Industry

Law Offices· Professional & Technical Services

Plan administrator