Bowers and Kubota Consulting 401(k) match, vesting and fees
What Bowers and Kubota Consulting's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Geneos Wealth Management, Inc. | Schedule C ↗ |
| Independent auditor | Cw Associates Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,875 defined-contribution plans in construction with 100 to 499 participants.
| Bowers and Kubota Consulting: employer contribution per participant | $2,133 | |
| Peer median | $2,412 |
| Bowers and Kubota Consulting: average balance | $175,066 | |
| Peer median | $61,736 |
| Bowers and Kubota Consulting: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49.4M at the end of plan year 2023 to $59.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 366 | $59.5M | $725K | $2,133 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 340 | $49.4M | $690K | $2,219 | 0.05% | Not published | Form 5500 ↗ |
Other Bowers and Kubota Consulting plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bowers & Kubota Consulting, Inc. ESOP
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cw Associates, Cpas (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Bowers and Kubota Consulting match 401(k) contributions?
The match terms for the Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $725K in employer contributions, about $2,133 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bowers and Kubota Consulting 401(k) match vested?
The vesting schedule for the Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bowers and Kubota Consulting 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Geneos Wealth Management, Inc.. The plan administrator is Bowers and Kubota Consulting.
I left Bowers and Kubota Consulting. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bowers and Kubota Consulting, (808) 836-7787) or the recordkeeper, Geneos Wealth Management, Inc.. The Bowers and Kubota Consulting old 401(k) page lists the contacts from every plan filing. Find an old Bowers and Kubota Consulting 401(k)
Data from the public Form 5500 annual reports Bowers and Kubota Consulting filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bowers and Kubota Consulting. Not financial advice. Report a correction · Methodology