# Bolger LLC 401(k) Plan
Source: https://planprovider.pro/companies/bolger-llc-401k-plan

> Bolger LLC's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bolger LLC

- **Sponsor EIN:** 262884864

- **Sponsor Address:** 3301 COMO AVE. SE, MINNEAPOLIS, MN, 554142809

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

- **Total Participants:** 149

- **Total Assets:** $27.9M

## 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|149|$27.9M|$0|$0|

| 2023|159|$22.4M|$0|$0|

## 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|

| LB CARLSON, LLP|Auditor|$2,195|—|$2,195|

### Verified Provider Profiles

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

- [LB CARLSON, LLP](https://planprovider.pro/provider/lb-carlson-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,195

- **Estimated Expense Ratio:** 0.008% 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|$56,251|$15,000|—|$2,195|—|

| 2023|$54,219|—|$54,219|—|—|

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