Plan Snapshot
- Plan Sponsor: Bolin Enterprises, INC.
- Sponsor EIN: 371261027
- Sponsor Address: PO BOX 70, CASEY, IL, 624200070
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 170 | $8.5M | $228,940 | $463,410 |
| 2023 | 179 | $7.4M | $206,550 | $408,257 |
| 2022 | 138 | $6.0M | $201,318 | $378,971 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — 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 | $41,262 | $19,697 | $17,476 | — | — |
| 2023 | $39,541 | $21,169 | $14,845 | — | — |
| 2022 | $44,582 | $28,496 | $15,346 | — | $740 |