Retirement plan

THE BOLDT COMPANY'S RETIREMENT PLAN

Name: THE BOLDT GROUP INC - THE BOLDT COMPANY'S RETIREMENT PLAN (2022) Form 5500
Creator: THE BOLDT GROUP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BOLDT COMPANY'S RETIREMENT PLAN, THE BOLDT GROUP INC

THE BOLDT GROUP INCEIN 39-1481879Plan #001PY 2022

2121 E CAPITOL DRIVE - APPLETON, WI 54911920-225-6225LinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#002Retirement-$60.8M assets

Prospect flagsLow returnsLow employer contributionFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed February 19, 2008 (most recent of 2 filings on file)

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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How to read this page

Total assets (EOY)

$110.8M

-21.3% from 2021

Total participants

933

+15.0% from 2021

Average account balance

$124,162

-30.8% from 2021

Annual return

-18.80%

-33.73 pp from 2021

Benchmarks

See 251 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort251 peers

Snapshot2022

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Analytics

Total assets (EOY)

Plan-year ending balance

$160.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$146K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,099

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$184

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO7+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846	Recordkeeping	$132,217
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045	Advisory (Plan)	$55,000
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749	Accounting	$14,904
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

4 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$203K

$307 / participant

Investment mgmt$56K27.4%
Other / not subdivided$147K72.6%

% of EOY assets

0.183%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,162

$74,188+67.4%

$115,756+7.3%

$64,808+91.6%

Participation rate

93.8%

76.2%+17.6pp

77.1%+16.7pp

71.5%+22.3pp

Annual return

-18.80%

-11.81%-7.0pp

143.14%-161.9pp

32.82%-51.6pp

Employer contribution / active EE

$14

$3,365-99.6%

$3,793-99.6%

$2,506-99.4%

Participant deferral / active EE

$10,160

$5,294+91.9%

$6,254+62.5%

$4,310+135.7%

Admin fee / account holder

$227

$148+53.2%

$8,124-97.2%

$188+21.0%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO7+ years

Filed as: ONEAMERICA RETIREMENT SERVICES, LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$132,217

ASCENSUS LLC3 years

Filed as: FRANCIS INVESTMENT COUNSEL LLC

Service code 27

19435 W CAPITOL DRIVE · BROOKFIELD, WA 53045

Advisory (Plan)

$55,000

CLIFTONLARSONALLEN LLP4 years

Filed as: CLIFTON LARSON ALLEN LLP

Service code 10 · EIN 41-0746749

Accounting

$14,904

MATRIX TRUST COMPANY2 years

Service code 19 · EIN 75-3182674

Securities Custodian

THE BOLDT COMPANY'S RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BOLDT COMPANY'S RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion