W.E. Bowers & Associates Non Union Retirement Plan
Sponsored by W.E. Bowers & Associates, Inc. · EIN 521339598 · Plan #002
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 147
- With balances
- 195
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping | $50,936 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $5,270 |
| Adp Broker Dealer | Other services, Other fees | $0 |