Plan Snapshot
- Plan Sponsor: Bohl Companies
- Sponsor EIN: 341562071
- Sponsor Address: 534 W. LASKEY ROAD, TOLEDO, OH, 43612
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $16.1M
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 | 165 | $16.1M | $441,256 | $852,216 |
| 2023 | 175 | $17.7M | $359,329 | $772,243 |
| 2022 | 172 | $15.4M | $204,047 | $702,751 |
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 |
|---|---|---|---|---|
| WILLIAM VAUGHAN CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAM VAUGHAN CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $21,324 | — | $21,324 | — | — |
| 2023 | $19,932 | — | $19,932 | — | — |
| 2022 | $20,515 | — | $20,515 | — | — |