Bowie Investment Group 401(k) match, vesting and fees
What Bowie Investment Group'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Bowie Investment Group: employer contribution per participant | $291 | |
| Peer median | $1,468 |
| Bowie Investment Group: average balance | $2,641 | |
| Peer median | $37,786 |
| Bowie Investment Group: admin expenses ÷ assets | 4.20% | |
| 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 $145K at the end of plan year 2023 to $481K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 214 | $481K | $53K | $291 | 4.20% | Not published | Form 5500 ↗ |
| 2023 | 212 | $145K | $24K | $136 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does Bowie Investment Group match 401(k) contributions?
The match terms for the Md Home Health / Home Assist 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $53K in employer contributions, about $291 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bowie Investment Group 401(k) match vested?
The vesting schedule for the Md Home Health / Home Assist 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bowie Investment Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Bowie Investment Group, Inc..
I left Bowie Investment Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bowie Investment Group, Inc., (602) 266-9971) or the recordkeeper, The Vanguard Group, Inc.. The Bowie Investment Group old 401(k) page lists the contacts from every plan filing. Find an old Bowie Investment Group 401(k)
Data from the public Form 5500 annual reports Bowie Investment Group 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 Bowie Investment Group. Not financial advice. Report a correction · Methodology