Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE BOLDT GROUP, INC.
EIN 39-1481879constructionLatest filing 2024
Plans
3
Retirement
2
$261.8M assets
Welfare
1
$3K premiums
Participants
2,839
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $261.8M assets / 1,795 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
56%top
- AMERICAN UNITED LIFE INSURANCE CO56%
- (Not disclosed)44%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3K premiums / 3 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- NORTHWESTERN MUTUAL100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BOLDT COMPANY'S RETIREMENT PLAN
401k
Assets$146.1M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$115.7M
Participants751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
THE BOLDT COMPANY'S RETIREMENT PLAN
Fully Insured - NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
Premiums$3K
Covered lives3
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BOLDT COMPANY'S RETIREMENT PLAN | 401k | $146.1M | 1,044 | 2024 | |
| 002 | THE BOLDT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $115.7M | 751 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | THE BOLDT COMPANY'S RETIREMENT PLAN | Fully Insured | NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | $3K | 3 | 2024 |
Retirement plans
Welfare plans