Plan Snapshot
- Plan Sponsor: The Boler Company
- Sponsor EIN: 362928548
- Sponsor Address: 2021 PARKSIDE DRIVE, SCHAUMBURG, IL, 60173
- Plan Type: DB
- Total Participants: 137
- Total Assets: $8.7M
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 | 137 | $8.7M | $485,800 | $0 |
| 2023 | 112 | $8.4M | $294,702 | $0 |
| 2022 | 89 | $7.5M | $0 | $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 |
|---|---|---|---|---|
| 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 | $4,332 | $3,154 | — | — | — |
| 2023 | $11,976 | $10,834 | — | — | — |
| 2022 | $4,987 | $3,756 | — | — | — |