Plan Snapshot
- Plan Sponsor: Big Bolt, LLC
- Sponsor EIN: 842623992
- Sponsor Address: 140 COVINGTON DRIVE, BLOOMINGDALE, IL, 601083105
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $9.3M | $204,575 | $542,772 |
| 2023 | 121 | $8.8M | $174,966 | $460,138 |
| 2022 | 144 | $7.1M | $196,171 | $389,786 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $22,125 | — | $22,125 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISORY | — | $13,253 | $13,253 |
| TOPEL FORMAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,378
- Estimated Expense Ratio: 0.379% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,126 | — | $22,126 | — | — |
| 2023 | $21,049 | — | $21,049 | — | — |
| 2022 | $17,585 | — | $17,585 | — | — |