Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOLT, SAYLER, HELSETH, NACHTMAN & ORWIG, P.A.
EIN 26-4359076Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
43
2150 THIRD AVENUE NORTH, SUITE 350 - ANOKA, MN 55303763-406-7000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 43 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOLT HOFFER BOYD 401(K) PLAN
401k
Assets$5.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BOLT LAW FIRM CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOLT HOFFER BOYD 401(K) PLAN | 401k | $5.3M | 24 | 2025 | |
| 003 | BOLT LAW FIRM CASH BALANCE PLAN | CashBalance | $1.3M | 19 | 2025 |
Retirement plans