Bowles Rice 401(k) Profit Sharing Plan
Sponsored by Bowles Rice Llp · EIN 550394186 · Plan #002
- Total assets
- $73.3M
- Net assets
- $73.3M
- Active participants
- 172
- With balances
- 260
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ntv Asset Management, Llc CRD 111062 | deterministic · 100% | 2024 |
| Janney Montgomery Scott Llc CRD 463 | fuzzy_auto · 95% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ntv Asset Management | Investment management | $50,295 |
| United Bank | Investment management | $33,706 |
| Janney Montogomery Scott Llc | Investment management | $24,319 |
| Mckinley Carter | Investment management | $20,382 |
| Morgan Stanley | Investment management | $19,019 |
| Franklin Templeton | Investment management | $9,851 |
| Morgan Stanley Smith Barney Llc | Other fees | $0 |