# The Boler Company 401(k) Plan
Source: https://planprovider.pro/companies/the-boler-company-401k-plan-100

> The Boler Company's 401(k) plan: 250 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:** 250

- **Total Assets:** $10.8M

## 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:** No

## Plan Financials by Year

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

| 2024|250|$10.8M|$220,965|$635,772|

| 2023|140|$7.6M|$173,529|$581,483|

| 2022|152|$6.5M|$184,458|$552,705|

## 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|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$8,156|—|—|—|—|

| 2023|$17,335|—|—|—|—|

| 2022|$18,909|—|—|—|—|

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