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  2. THE BOWMAN-HEALY ENTERPRISES
Sponsor portfolio

THE BOWMAN-HEALY ENTERPRISES

EIN 45-4764961-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
122
1050 FOY CT - CROWN POINT, IN 46307773-592-3507
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 56 part#001401k-$1.2M - 66 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 122 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • BOWMAN-HEALY ENTERPRISES 401(K... (#001)42%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BOWMAN-HEALY ENTERPRISES 401(K... (#001)66
  • CASH BALANCE PLAN (#002)56
Total 122Click 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#002

THE BOWMAN-HEALY ENTERPRISES CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE BOWMAN-HEALY ENTERPRISES 401(K) PLAN

401k

Assets$1.2M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE BOWMAN-HEALY ENTERPRISES CASH BALANCE PLANCashBalance$1.6M562024
001THE BOWMAN-HEALY ENTERPRISES 401(K) PLAN401k$1.2M662024
Retirement plans
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