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  2. BOW RIVER ASSET MANAGEMENT, LLC
Sponsor portfolio

BOW RIVER ASSET MANAGEMENT, LLC

EIN 16-1663650-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
114
205 DETROIT, SUITE 800 - DENVER, CO 80206303-861-8466
Plans on this EIN
2 filings
#001401k-$6.7M - 56 part#002CashBalance-$2.3M - 58 part

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 114 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PARTNERS RETIREMENT Savings (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)58
  • PARTNERS RETIREMENT Savings (#001)56
Total 114Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOW RIVER CAPITAL PARTNERS RETIREMENT SAVINGS PLAN

401k

Assets$6.7M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BOW RIVER CAPITAL PARTNERS CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BOW RIVER CAPITAL PARTNERS RETIREMENT SAVINGS PLAN401k$6.7M562024
002BOW RIVER CAPITAL PARTNERS CASH BALANCE PLANCashBalance$2.3M582024
Retirement plans
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