# Bolte Real Estate INC & Bolte Insurance INC. 401(k) Plan
Source: https://planprovider.pro/companies/bolte-real-estate-inc-bolte-insurance-inc-plan

> Bolte Real Estate INC & Bolte Insurance INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bolte Real Estate INC & Bolte Insurance INC.

- **Sponsor EIN:** 341699686

- **Sponsor Address:** 134 EAST SECOND STREET, PORT CLINTON, OH, 43452

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

- **Total Participants:** 4

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$1.2M|$14,606|$35,818|

| 2023|3|$971,668|$16,087|$33,973|

| 2022|3|$773,472|$14,576|$31,085|

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