# Bolton And Company DC Plan
Source: https://planprovider.pro/companies/bolton-and-company-plan

> Bolton And Company's DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Bolton And Company

- **Sponsor EIN:** 951047540

- **Sponsor Address:** 3475 E. FOOTHILL BLVD., SUITE 100, PASADENA, CA, 91107

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|0|$0|$0|$0|

| 2023|0|$20.8M|$0|$0|

| 2022|0|$20.5M|$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|

| LUCAS HORSFALL MURPHY & PINDROH LLP|Auditor|$44,000|—|$44,000|

### Verified Provider Profiles

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

- [LUCAS HORSFALL MURPHY & PINDROH LLP](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,000

### 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|$58,550|—|—|$44,000|—|

| 2023|$5,030|—|$4,640|—|—|

| 2022|$48,480|—|$38,330|—|—|

## Similar Plans

- [Integrated Specialty Coverages, LLC](https://planprovider.pro/companies/integrated-specialty-coverages-llc-plan-001) — 336 participants

- [Hippo Employee Services INC.](https://planprovider.pro/companies/hippo-employee-services-inc-401k-plan) — 342 participants

- [Venbrook Group, LLC](https://planprovider.pro/companies/venbrook-group-llc-401k-plan) — 361 participants

- [Interwest Insurance Services, LLC](https://planprovider.pro/companies/interwest-insurance-services-llc-401k-plan) — 386 participants

- [Brown & Riding Insurance Services, INC.](https://planprovider.pro/companies/brown-riding-insurance-services-inc-401k-plan) — 412 participants

- [Warner Pacific Insurance Service](https://planprovider.pro/companies/warner-pacific-insurance-service-401k-plan) — 515 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bolton-and-company-plan)

© 2026 PlanProvider.Pro