Plan Ledger DOL Form 5500 · updated monthly

John Bowman, Inc.401(k)

JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN · FOUNTAIN, CO · plan year 2024

Reported admin expense ratio · 2024
0.67%

John Bowman, Inc. reported $72,702 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (743rd of 1,461), and the 1,556th of 3,341 in other services. active participation has grown from 87 to 98 since 2022.

Plan summary
Net assets, end of year$11,169,566
Participants with balances91
Active participants98
Employer contributions—
Employee contributions$419,169
Employer contribution per active participant—
Average account balance$122,742
Benefits paid to participants$924,391
Plan auditUnmodified (clean) audit opinion
AuditorOLSON, REYES & SAUERWEIN, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 91 accts
2023$10.4M · 105 accts
2022$9.1M · 105 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,547
Investment management$52,845
Total administrative$72,702
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CREATIVE PLANNING, INC · Investment advisory (participants) · Investment advisory (plan)$52,845
TPP RETIREMENT PLAN SPECIALISTS LLC$16,547

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$72,702 · 0.67%
2023$63,557 · 0.65%
2022$63,842 · 0.64%
Similar plansOther Services · Colorado
Youth for Christ/Usa CO$13.2M · 0.72%
Denver Dumb Friends League CO$12.7M · 0.04%
The Resource Exchange, Inc. CO$11.9M · 0.13%
The Parlour Inc. CO$7.2M · 0.89%
Outreach Inc CO$6.3M · 1.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840562424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.