Kathryn Bowman Coleman signed Bowman Auto Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bowman Auto Group, Inc.'s EIN is 81-2848097.
Download the official 2024 Form 5500 (PDF) for Bowman Auto Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bowman Auto Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | ADVISOR | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 17.0% | |
| T. ROWE PRICE RET 2035 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.4M | 13.5% | |
| T. ROWE PRICE RET 2025 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $1.0M | 9.8% | |
| T. ROWE PRICE RET 2030 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.0M | 9.7% | |
| FIAM CORE PLUS COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MGT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $716K | 6.9% | |
| HARBOR CAPITAL APPRECIATION HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $426K | 4.1% | |
| T. ROWE PRICE RET 2060 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $425K | 4.1% | |
| T. ROWE PRICE RET 2045 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $399K | 3.8% | |
| T. ROWE PRICE RET 2055 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $360K | 3.5% | |
| T. ROWE PRICE RET 2040 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $272K | 2.6% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $270K | 2.6% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $264K | 2.5% | |
| Blackrock Equity Dividend CL I | Other securities | — | — | $244K | 2.3% | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity | Other securities | — | — | $233K | 2.2% | |
| T. ROWE PRICE 2065 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $194K | 1.9% | |
| PIMCO Diversified Income CL I | Mutual Funds | — | — | $169K | 1.6% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $164K | 1.6% | |
| GR GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $161K | 1.5% | |
| T. ROWE PRICE RET 2050 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $145K | 1.4% | |
| Principal Diversified Real Asset Instl | Other securities | — | — | $131K | 1.3% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $127K | 1.2% | |
| Delaware Small Cap Value Instl | Other securities | — | — | $111K | 1.1% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $104K | 1.0% | |
| PIMCO Real Return | Mutual Funds | — | — | $84K | 0.8% | |
| various maturity dates through 2029 | Other securities | — | — | $80K | 0.8% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth | Other securities | — | — | $62K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $37K | 0.4% | |
| T. ROWE PRICE RET 2020 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $20K | 0.2% | |
| JP Morgan Mid-Cap Value L | Other securities | — | — | $11K | 0.1% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET 2015 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $28K | — |
