The Boldt Company's Retirement Plan
Sponsored by The Boldt Group Inc · EIN 391481879 · Plan #001
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 743
- With balances
- 1,025
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $119,480 |
| Francis Investment Counsel Llc | Investment advisory (plan), Direct payment from the plan | $55,908 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $6,090 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |