Plan Snapshot
- Plan Sponsor: The Boler Company
- Sponsor EIN: 362928548
- Sponsor Address: 2021 PARKSIDE DRIVE, SCHAUMBURG, IL, 60173
- Plan Type: DB
- Total Participants: 3,288
- Total Assets: $293.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,288 | $293.4M | $3.7M | $0 |
| 2023 | 3,066 | $287.4M | $0 | $0 |
| 2022 | 2,857 | $256.3M | $11.9M | $0 |
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 |
|---|---|---|---|---|
| VANGUARD ADVISORS INC. | NONE | $112,328 | — | $112,328 |
| VANGUARD FIDUCIARY TRUST COMPANY | NONE | $41,754 | — | $41,754 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISORS INC. — NONE
- VANGUARD FIDUCIARY TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,082
- Estimated Expense Ratio: 0.053% 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 | $154,082 | $112,328 | — | — | — |
| 2023 | $212,223 | $172,102 | — | — | — |
| 2022 | $155,435 | $114,579 | — | — | — |