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JERRY D. BOWERS TRUCKING, LLC — BOWERS TRUCKING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250428192651NAL0020318576001
JERRY D. BOWERS TRUCKING, LLC
Form 5500-SF
FILING_RECEIVED
BOWERS TRUCKING 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
13
Plan assets (EOY)
$322K
Net assets (EOY)
$322K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JERRY D. BOWERS TRUCKING, LLC
.
Find decision makers
Plan sponsor
Name
JERRY D. BOWERS TRUCKING, LLC
EIN
76-0732606
Address
P.O.BOX 278 · COOS BAY, OR · 97420
Phone
(541) 267-0102
Industry
Transportation & Warehousing
see 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
2025-04-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
V. ANGOCO TRUCKING, INC.
V. ANGOCO TRUCKING, INC. 401(K) PROFIT SHARING PLAN
$322K · 11 participants
BRYTON TRUCKING, LLC
BRYTON TRUCKING, LLC 401(K) PLAN
$322K · 5 participants
INDEPENDENT CAPITAL DISTRIBUTORS LLC
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$322K · 99 participants
ECOFLEET TRANSPORTATION, INC.
ECOFLEET TRANSPORTATION, INC. DEFINED BENEFIT PLAN
$322K · 4 participants
FOUR SQUARE VENTURES INC.
FOUR SQUARE VENTURES INC. 401(K) PLAN
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$323K · 185 participants
LOPES TRUCKING SERVICE, INC.
LOPES TRUCKING SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$323K · 13 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
