# The Boelter Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-boelter-companies-inc-401k-plan

> The Boelter Companies, INC.'s 401(k) plan: 522 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Boelter Companies, INC.

- **Sponsor EIN:** 390752036

- **Sponsor Address:** N22W23685 RIDGEVIEW PKWY W, WAUKESHA, WI, 531881013

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

- **Total Participants:** 522

- **Total Assets:** $50.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|522|$50.4M|$1.1M|$3.8M|

| 2023|509|$41.8M|$1.0M|$3.4M|

| 2022|495|$35.1M|$854,954|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$113,596|—|$113,596|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|—|$43,561|$43,561|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $157,157

- **Estimated Expense Ratio:** 0.312% 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|$113,597|—|$113,597|—|—|

| 2023|$94,493|—|$94,493|—|—|

| 2022|$54,307|—|$54,307|—|—|

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