Plan Snapshot
- Plan Sponsor: The Boldt Group INC
- Sponsor EIN: 391481879
- Sponsor Address: 2121 E CAPITOL DRIVE, APPLETON, WI, 54911
- Plan Type: 401(k)
- Total Participants: 743
- Total Assets: $146.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 743 | $146.1M | $3.6M | $9.2M |
| 2023 | 716 | $134.5M | $3.1M | $7.9M |
| 2022 | 661 | $110.8M | $9,392 | $6.7M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $119,480 | — | $119,480 |
| FRANCIS INVESTMENT COUNSEL LLC | NONE | $55,908 | — | $55,908 |
| CLIFTON LARSON ALLEN LLP | NONE | $6,090 | — | $6,090 |
| EIDE BAILLY LLP | Auditor | $6,090 | — | $6,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — NONE
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $187,568
- Estimated Expense Ratio: 0.128% 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 | $181,478 | $55,908 | — | $6,090 | — |
| 2023 | $174,103 | $55,000 | — | $17,325 | — |
| 2022 | $202,700 | $55,579 | — | — | $147,121 |