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Original filing (PDF)20250731140727NAL0006165201001
JOHN BOWMAN, INC.
Form 5500
FILING_RECEIVED
JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
98
Accounts w/ balance
91
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "iShares S&P 500 Index K Mutual Fund" is 31% of plan.
- 62 bps in Schedule C fees — 114% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN BOWMAN, INC..
Plan sponsor
Name
JOHN BOWMAN, INC.
EIN
84-0562424
Address
9439 BANDLEY DRIVE · FOUNTAIN, CO · 80817
Phone
(719) 633-2469
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
OLSON, REYES & SAUERWEIN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC | — | OVERLAND PARK, KS | NONE | $53K | — |
| TPP RETIREMENT PLAN SPECIALISTS LLC | 20-1301962 | — | NONE | $17K | — |
Investments
18 direct securities· $11.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Mutual Fund | — | — | — | $3.4M | 30.8% | |
| Vanguard Interm‐Term Bond Index Adm Mutual Fund | — | — | — | $1.7M | 15.2% | |
| Vanguard Developed Markets Index Mutual Fund | — | — | — | $1.3M | 11.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $1.0M | 9.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $1.0M | 9.0% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $421K | 3.8% | |
| Fidelity Small Cap Value Index Mutual Fund | — | — | — | $369K | 3.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $355K | 3.2% | |
| Vanguard FTSE All‐World‐ex‐US Mutual Fund | — | — | — | $303K | 2.7% | |
| Fidelity Large Cap Value Index Prm Inst Mutual Fund | — | — | — | $259K | 2.3% | |
| Fidelity Large Cap Growth Idx Instl Prm Mutual Fund | — | — | — | $244K | 2.2% | |
| DFA Inflation‐Protected Securities I Mutual Fund | — | — | — | $203K | 1.8% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $185K | 1.7% | |
| Money Market Retirement Cash Account Money market | — | — | — | $177K | 1.6% | |
| DFA Intermediate Govt Fixed‐Income I Mutual Fund | — | — | — | $98K | 0.9% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $52K | 0.5% | |
| Fidelity Mid Cap Value Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Non‐Interest‐Bearing Cash Account Cash | — | — | — | $3K | <0.1% |
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