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Original filing (PDF)20251015114737NAL0009050210001
TIMOTHY D BOWEN
Form 5500
FILING_RECEIVED
PLAY-WELL TEKNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
170
Accounts w/ balance
135
Plan assets (EOY)
$252K
Net assets (EOY)
$252K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Mkt Idx Adm" is 49% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMOTHY D BOWEN.
Plan sponsor
Name
TIMOTHY D BOWEN
EIN
68-0415940
Address
216 GREENFIELD AVE · SAN ANSELMO, CA · 94960
Phone
(415) 460-5210
Industry
Educational 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
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
ERICA ONG, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $240K(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $117K | 46.4% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $68K | 26.9% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $23K | 9.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $19K | 7.6% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $11K | 4.2% | |
| Vanguard 500 Index Admiral | — | — | — | $2K | 1.0% |
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