PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Boldt Group Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

The Boldt Group Inc

EIN 39-1481879-construction-Latest filing 2025
Plans
3
Retirement
2
$304.8M assets
Health & Benefits
1
$5K premiums
Participants
4,231
2121 E CAPITOL DRIVE - APPLETON, WI 54911920-225-6225LinkedIn1-10 employeesconstruction
Plans on this EIN
3 filings
#001401(k)-$160.3M - 1,724 part#002ESOP-$144.5M - 783 part#001Fully insured-$5K - 3 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $304.8M assets / 2,507 participants

Assets by plan

Share of aggregate retirement assets

  • INC. RETIREMENT PLAN (#001)$160.3M
  • EMPLOYEE STOCK OWNERSHIP (#002)$144.5M
Total $304.8MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$160.3M
  • (Not disclosed)$144.5M
Total $304.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)1,724
  • EMPLOYEE STOCK OWNERSHIP (#002)783
Total 2,507Select a row to open it

Benefits portfolio analytics

1 plan / $5K premiums / 3 covered lives

See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE BOLDT GROUP INC. RETIREMENT PLAN

401(k)

Assets$160.3M
Participants1,724
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$144.5M
Participants783
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001

THE BOLDT GROUP INC. RETIREMENT PLAN

Fully insured - NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY

Premiums$5K
Covered lives3
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE BOLDT GROUP INC. RETIREMENT PLAN401(k)$160.3M1,7242025
#002THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$144.5M7832025
  • THE BOLDT GROUP INC. RETIREMENT PLAN$160.3M
    #001 · 401(k) · 20251,724
  • THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$144.5M
    #002 · ESOP · 2025783

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#001THE BOLDT GROUP INC. RETIREMENT PLANFully insuredNORTHWESTERN MUTUAL LIFE INSURANCE COMPANY$5K32025
  • THE BOLDT GROUP INC. RETIREMENT PLAN$5K
    #001 · Fully insured · NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY · 20253
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica