# The Boldt Group INC 401(k) Plan
Source: https://planprovider.pro/companies/the-boldt-group-inc-401k-plan

> The Boldt Group INC's 401(k) plan: 743 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

- [EIDE BAILLY LLP](https://planprovider.pro/provider/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|

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