Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $61.6M assets / 1,533 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | W.E. BOWERS & ASSOCIATES NON-UNION RETIREMENT PLAN | 401(k) | $35.6M | 223 | 2025 |
| #001 | W.E. BOWERS & ASSOCIATES UNION RETIREMENT PLAN | 401(k) | $26.0M | 1,310 | 2025 |