# Bolton Medical INC. 401(k) Plan
Source: https://planprovider.pro/companies/bolton-medical-inc-401k-plan

> Bolton Medical INC.'s 401(k) plan: 553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bolton Medical INC.

- **Sponsor EIN:** 223213772

- **Sponsor Address:** 799 INTERNATIONAL PARKWAY, SUNRISE, FL, 33325

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

- **Total Participants:** 553

- **Total Assets:** $34.2M

## 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|553|$34.2M|$1.2M|$3.7M|

| 2023|584|$26.9M|$1.2M|$3.2M|

| 2022|563|$20.9M|$1.0M|$2.8M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|RECORD KEEPER|$113,842|—|$113,842|

| LPL FINANCIAL CORPORATION|SERVICE PROVIDER|—|$62,507|$62,507|

| COHNREZNICK, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $176,349

- **Estimated Expense Ratio:** 0.516% 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|$116,802|$3,661|$106,711|—|—|

| 2023|$84,895|$2,361|$79,234|—|—|

| 2022|$77,134|—|—|—|—|

## Similar Plans

- [Exactech, INC.](https://planprovider.pro/companies/exactech-inc-401k-plan) — 557 participants

- [Gaumard Scientific Company INC.](https://planprovider.pro/companies/gaumard-scientific-401k-plan) — 495 participants

- [Treace Medical Concepts INC](https://planprovider.pro/companies/treace-medical-concepts-inc-401k-plan) — 479 participants

- [Axogen Corporation](https://planprovider.pro/companies/axogen-corporation-401k-plan) — 448 participants

- [Trividia Health, INC.](https://planprovider.pro/companies/trividia-health-inc-401k-plan) — 403 participants

- [Conmed Corporation](https://planprovider.pro/companies/conmed-corporation-plan-004) — 383 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bolton-medical-inc-401k-plan)

© 2026 PlanProvider.Pro