Plan Snapshot
- Plan Sponsor: The Boler Company
- Sponsor EIN: 362928548
- Sponsor Address: 2021 PARKSIDE DRIVE, SCHAUMBURG, IL, 60173
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $170,186 | $424,413 |
| 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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | Investment Advisor | $16,042 | — | $16,042 |
| BENEFIT PLANS PLUS, LLC | Recordkeeper | $8,373 | — | $8,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,415
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 | $61,920 | $16,042 | $24,805 | $13,200 | — |
| 2023 | $212,223 | $172,102 | — | — | — |
| 2022 | $155,435 | $114,579 | — | — | — |