# The Boler Company 401(k) Plan
Source: https://planprovider.pro/companies/the-boler-company-401k-plan-010

> The Boler Company&#39;s 401(k) plan: 2,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [The Knapheide Manufacturing Company](https://planprovider.pro/companies/the-knapheide-manufacturing-company-401k-plan) — 1,688 participants

- [Futaba North America Engineering And Marketing Corporation](https://planprovider.pro/companies/futaba-north-america-engineering-and-marketing-corporation-401k-plan) — 1,670 participants

- [The Boler Company](https://planprovider.pro/companies/the-boler-company-401k-plan-002) — 1,577 participants

- [Dynamic Manufacturing, INC.](https://planprovider.pro/companies/dynamic-manufacturing-inc-401k-plan) — 1,423 participants

- [Ugn, INC.](https://planprovider.pro/companies/ugn-inc-401k-plan) — 1,226 participants

- [Ventra Sandusky, LLC](https://planprovider.pro/companies/ventra-sandusky-llc-401k-plan) — 1,084 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-boler-company-401k-plan-010)

&copy; 2026 PlanProvider.Pro
