Bowser Morner, Inc. Savings Plan
Sponsored by Bowser Morner, Inc · EIN 310579112 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 118
- With balances
- 131
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group | Investment management, Direct payment from the plan | $34,534 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $27,344 |