How big is Kerper and Bowron, LLC's plan?

Kerper and Bowron, LLC's plan reported $1.3M in assets and 10 participants for 2024.

Original filing (PDF)20250718114946NAL0003042706001

Kerper and Bowron, LLC

Name: Kerper and Bowron, LLC — Kerper and Bowron, LLC, Form 5500 (2024)
Creator: Kerper and Bowron, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerper and Bowron, LLC 401(k) Plan

401(k) retirement plan · Kerper and Bowron, LLC's Kerper and Bowron, LLC 401(k) Plan held $1.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Lee Bowron signed Kerper and Bowron, LLC's 2024 Form 5500 as plan administrator.

Lee Bowron — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kerper and Bowron, LLC's EIN is 74-3068660.

EIN 74-3068660

Plan number 001

Plan year 2024

ACK ID 20250718114946NAL0003042706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kerper and Bowron, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kerper and Bowron, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERPER AND BOWRON, LLC.

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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 (86th percentile).

Plan sponsor

Name

KERPER AND BOWRON, LLC

EIN

all filings

Address

600 UNIVERSITY PARK PLACE · SUITE 310 · HOMEWOOD, AL · 35209

Phone

(205) 588-4028

Industry

Professional & Technical Services

Plan administrator