Filings through Sep 24, 2026.

Retirement plan

The Boelter Companies, Inc. Retirement Savings Plan

Name: THE BOELTER COMPANIES, INC. - THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: THE BOELTER COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN, THE BOELTER COMPANIES, INC.

The Boelter Companies, Inc.EIN 39-0752036Plan #002PY 2024Filed Oct 14, 2025

N22W23685 RIDGEVIEW PKWY W - WAUKESHA, WI 531881013262-523-6200boelter.comLinkedIn501-1000 employeesfood & beverages

Prospect flagsNo flags trippedFund lineup: 26 funds, $49.7M

Top hat statement on fileNQDC

Filed November 30, 2004

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$50.4M

+20.6% from 2023

Total participants

665

+1.4% from 2023

Average account balance

$77,600

+18.4% from 2023

Annual return

17.62%

-0.57 pp from 2023

Benchmarks

See 1,406 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort1,406 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290	Contract Administrator	$113,596
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611	Advisory (Plan)	$43,561

Fund lineup

CSV with Team

26 funds of $250K or more; 27 lines in all, holding $49.7M of the plan's $50.4M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts49%median 0% for plans of $50M to $250M (10,671 plans)

In index funds18%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series48%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Principal LifeTime, collective trust, 48% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal LifeTime Principal · Collective trust Target-date, 10 vintagesRecordkeeper's own fund	Principal	Collective trust	$23.9M	48.0%
Mutual Funds Fidelity Management & Research Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$5.1M	10.3%
Principal Global Investors Trust Co Principal Lifetime Hybrid 2035CIT Principal · Mutual fund Recordkeeper's own fund	Principal	Mutual fund	$3.1M	6.2%
Principal Global Investors Trust Co Principal Stable Value Z Fund Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$2.5M	4.9%
Legg Mason Institutional Funds American Century Ultra R6 Fund Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$2.3M	4.5%
Principal Small Cap S&P Index 600 N/R Principal · Insurance contract IndexRecordkeeper's own fund	Principal	Insurance contract	$1.9M	3.9%
Victory Core Pl Int Bd R6 Fd N/R Victory Capital · Mutual fund	Victory Capital	Mutual fund	$1.8M	3.6%
JP Morgan Investment Mgmt Inc. JP Morgan US Res En EQ R6 Fd JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.6M	3.3%
Janus Henderson JanusHenderson Enter N Fund N/R Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$1.1M	2.3%
Fidelity Management & Research Fidelity Adv High Inc Advant Z Fund Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$893K	1.8%

See the other 17 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2G2J2K2R2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$114K

$218 / participant

Contract admin$114K100.0%

% of EOY assets

0.225%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY10+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$113,596

LPL FINANCIAL8 years

Filed as: LPL FINANCIAL LLC - RPCP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$43,561

Fund

Dollars

% of funds%

Principal LifeTime

Principal · Collective trust

Target-date, 10 vintagesRecordkeeper's own fund

$23.9M

48.0%

Mutual Funds Fidelity Management & Research Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$5.1M

10.3%

Principal Global Investors Trust Co Principal Lifetime Hybrid 2035CIT

Principal · Mutual fund

Recordkeeper's own fund

$3.1M

6.2%

Principal Global Investors Trust Co Principal Stable Value Z Fund

Principal · Insurance contract

Recordkeeper's own fund

$2.5M

4.9%

Legg Mason Institutional Funds American Century Ultra R6 Fund

Franklin Templeton · Mutual fund

$2.3M

4.5%

Principal Small Cap S&P Index 600 N/R

Principal · Insurance contract

IndexRecordkeeper's own fund

$1.9M

3.9%

Victory Core Pl Int Bd R6 Fd N/R

Victory Capital · Mutual fund

$1.8M

3.6%

JP Morgan Investment Mgmt Inc. JP Morgan US Res En EQ R6 Fd

JPMorgan · Mutual fund

$1.6M

3.3%

Janus Henderson JanusHenderson Enter N Fund N/R

Janus Henderson · Mutual fund

$1.1M

2.3%

Fidelity Management & Research Fidelity Adv High Inc Advant Z Fund

Fidelity (FMR) · Mutual fund

$893K

1.8%

The Boelter Companies, Inc. Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Boelter Companies, Inc. Retirement Savings Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion