Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RICHARD L. BOWEN & ASSOCIATES, INC.
EIN 34-1156989architecture & planningLatest filing 2025
Plans
2
Retirement
2
$14.1M assets
Welfare
0
Participants
140
2019 CENTER STREET SUITE 500 - CLEVELAND, OH 44113216-491-9300rlba.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.1M assets / 140 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RICHARD L. BOWEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.8M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.3M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RICHARD L. BOWEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.8M | 76 | 2025 | |
| 002 | BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.3M | 64 | 2024 |
Retirement plans