How big is Bowman & Williams' plan?

Bowman & Williams' plan reported $5.1M in assets and 11 participants for 2024.

Original filing (PDF)20250722123740NAL0001342419001

Bowman & Williams

Name: Bowman & Williams — Bowman & Williams 401(k) Profit, Form 5500 (2024)
Creator: Bowman & Williams
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bowman & Williams 401(k) Profit Sharing Plan

401(k) retirement plan · Bowman & Williams' Bowman & Williams 401(k) Profit Sharing Plan held $5.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Bowman & Williams' EIN is 94-2321814.

EIN 94-2321814

Plan number 001

Plan year 2024

ACK ID 20250722123740NAL0001342419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bowman & Williams from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bowman & Williams' 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 BOWMAN & WILLIAMS.

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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 (87th percentile).

Plan sponsor

Name

BOWMAN & WILLIAMS

EIN

all filings

Address

3949 RESEARCH PARK COURT, SUITE 100 · SOQUEL, CA · 95073

Phone

(831) 426-3560

Industry

Law Offices· Professional & Technical Services

Plan administrator