Plan Snapshot
- Plan Sponsor: The Boler Company
- Sponsor EIN: 362928548
- Sponsor Address: 2021 PARKSIDE DRIVE, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Total Participants: 2,051
- Total Assets: $65.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,051 | $65.7M | $2.1M | $6.3M |
| 2023 | 2,428 | $55.2M | $2.3M | $6.5M |
| 2022 | 2,163 | $43.1M | $2.2M | $5.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $133,389 | — | $133,389 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,389
- Estimated Expense Ratio: 0.203% 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 | $117,484 | — | — | — | — |
| 2023 | $133,833 | — | — | — | — |
| 2022 | $151,974 | — | — | — | — |