# Boland Trane Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/boland-trane-services-inc-401k-plan-002

> Boland Trane Services, INC.'s 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boland Trane Services, INC.

- **Sponsor EIN:** 520742033

- **Sponsor Address:** 30 WEST WATKINS MILL RD, GAITHERSBURG, MD, 20878

- **Plan Type:** 401(k)

- **Total Participants:** 202

- **Total Assets:** $56.2M

## 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|202|$56.2M|$740,439|$2.1M|

| 2023|202|$52.2M|$701,324|$2.0M|

| 2022|194|$41.1M|$676,397|$1.8M|

## 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|

| CALIBRE CPA GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — 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|$113,616|$84,325|—|—|—|

| 2023|$99,186|$69,443|—|—|—|

| 2022|$65,433|$65,433|—|—|—|

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