Plan Snapshot
- Plan Sponsor: Bolton & Menk, INC.
- Sponsor EIN: 410832249
- Sponsor Address: 1960 PREMIER DRIVE, MANKATO, MN, 56001
- Plan Type: DC
- Total Participants: 1,046
- Total Assets: $77.7M
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 | 1,046 | $77.7M | $5.7M | $0 |
| 2023 | 926 | $60.2M | $4.2M | $0 |
| 2022 | 807 | $57.7M | $3.6M | $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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT MANAGEMENT | $29,217 | — | $29,217 |
| WEALTH ADVISORY SERVICES | INVESTMENT MANAGEMENT | $10,313 | — | $10,313 |
| PRINCIPAL | CUSTODIAN | $10,000 | — | $10,000 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT MANAGEMENT
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,530
- Estimated Expense Ratio: 0.064% 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 | $49,531 | $39,531 | $10,000 | — | — |
| 2023 | $47,914 | $37,914 | $10,000 | — | — |
| 2022 | $57,198 | $47,198 | $10,000 | — | — |