# Bolton & Menk, INC. DC Plan
Source: https://planprovider.pro/companies/bolton-menk-inc-plan-003

> Bolton & Menk, INC.'s DC plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT MANAGEMENT

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/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|—|—|

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