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

> Bolton Partners, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bolton Partners, INC.

- **Sponsor EIN:** 521231144

- **Sponsor Address:** 1 W PENNSYLVANIA AVE STE 600, TOWSON, MD, 21204

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

- **Total Participants:** 126

- **Total Assets:** $55.2M

## 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|126|$55.2M|$930,724|$1.7M|

| 2023|119|$46.7M|$829,170|$1.5M|

| 2022|111|$38.4M|$787,766|$1.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$5,173|—|$5,173|

| ELLIN & TUCKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,173

- **Estimated Expense Ratio:** 0.009% 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|$10,033|$4,860|—|—|—|

| 2023|$7,379|$1,779|—|—|—|

| 2022|$10,395|—|$10,395|—|—|

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