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  2. W.E. Bowers & Associates, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

W.E. Bowers & Associates, Inc.

EIN 52-1339598-Construction-Latest filing 2025
Plans
2
Retirement
2
$61.6M assets
Health & Benefits
0
Participants
1,533
12401 KILN COURT - BELTSVILLE, MD 20705301-419-2488
Plans on this EIN
2 filings
#002401(k)-$35.6M - 223 part#001401(k)-$26.0M - 1,310 part

Retirement portfolio analytics

2 plans aggregated / $61.6M assets / 1,533 participants

Assets by plan

Share of aggregate retirement assets

  • NON-UNION RETIREMENT PLAN (#002)$35.6M
  • UNION RETIREMENT PLAN (#001)$26.0M
Total $61.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • MERRILL LYNCH PIERCE FENNER & SMITH$35.6M
  • ADP BROKER-DEALER$26.0M
Total $61.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#001)1,310
  • NON-UNION RETIREMENT PLAN (#002)223
Total 1,533Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

W.E. BOWERS & ASSOCIATES NON-UNION RETIREMENT PLAN

401(k)

Assets$35.6M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

W.E. BOWERS & ASSOCIATES UNION RETIREMENT PLAN

401(k)

Assets$26.0M
Participants1,310
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002W.E. BOWERS & ASSOCIATES NON-UNION RETIREMENT PLAN401(k)$35.6M2232025
#001W.E. BOWERS & ASSOCIATES UNION RETIREMENT PLAN401(k)$26.0M1,3102025
  • W.E. BOWERS & ASSOCIATES NON-UNION RETIREMENT PLAN$35.6M
    #002 · 401(k) · 2025223
  • W.E. BOWERS & ASSOCIATES UNION RETIREMENT PLAN$26.0M
    #001 · 401(k) · 20251,310
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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