Wisconsin › Management of companies (holding companies) › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
The Boldt Group Inc. Retirement Plan
Sponsored by The Boldt Group Inc., Appleton, WI
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
The Boldt Group Inc. Retirement Plan is a 401(k) plan sponsored by The Boldt Group Inc. of Appleton, Wisconsin. For the plan year ending 31 Dec 2025 it reported 1,724 participants, 1,408 of them active, and net assets of $160M.
Net assets came to $139,951 per participant in plan year 2024, well above the $50,261 median for defined contribution plans with 1,000 to 4,999 participants and well above the $70,381 median for defined contribution plans in management of companies (holding companies). The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 5 service provider organisations paid $5,000 or more, with reported compensation of $202K: $117 per participant, well above the same-size median of $82.05. Administrative expenses charged to the plan were $202K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $63.6M in 2009 to $160M in 2025 (up 152%), and participants from 446 to 1,724 (up 287%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure, plan year 2024 | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $139,951 | $50,261 | $70,381 | $53,089 |
| Employer contributions per active participant | $4,869 | $2,042 | $2,643 | $2,174 |
| Schedule C compensation per participant | $174 | $82.05 | $98.63 | $123 |
| Schedule C compensation, share of net assets | 0.12% | 0.17% | 0.18% | 0.26% |
| Administrative expenses per participant | $174 | $82.08 | $97.39 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,229 plans), management of companies (holding companies) (680) and all US plans (63,607). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 1,724 | $160M | $92,958 | — | $10.0M | $202K |
| 2024 | 1,044 | $146M | $139,951 | $3.6M | $9.2M | $181K |
| 2023 | 994 | $134M | $135,298 | $3.1M | $7.9M | $174K |
| 2022 | 933 | $111M | $118,705 | $9,000 | $6.7M | $202K |
| 2021 | 811 | $141M | $173,587 | $9,000 | $6.1M | $199K |
| 2020 | 768 | $138M | $179,652 | $16K | $5.2M | $147K |
| 2019 | 750 | $126M | $168,275 | $16K | $4.8M | $172K |
| 2018 | 748 | $113M | $151,235 | $14K | $5.0M | $185K |
| 2017 | 716 | $123M | $171,183 | — | $4.6M | $164K |
| 2016 | 687 | $108M | $157,507 | $14K | $4.3M | $161K |
| 2015 | 620 | $106M | $171,769 | $1.6M | $3.8M | $124K |
| 2014 | 555 | $109M | $196,530 | $1.5M | $3.5M | $114K |
| 2013 | 511 | $103M | $201,685 | $1.3M | $3.1M | $102K |
| 2012 | 478 | $84.7M | $177,155 | $1.2M | $2.9M | $97K |
| 2011 | 483 | $73.5M | $152,242 | $961K | $2.6M | $83K |
| 2010 | 460 | $75.1M | $163,359 | $920K | $2.5M | $77K |
| 2009 | 446 | $63.6M | $142,561 | $960K | $2.7M | $74K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$146,108,773
- Employer contributions—
- Participant contributions$9,960,446
- Rollovers and other contributions$295,380
- Total contributions$10,255,826
- Total income, including investment results$33,200,867
- Benefits paid$18,847,379
- Administrative expenses$202,279
- Total expenses$19,049,658
- Net income$14,151,209
- Net transfers$0
- Net assets, end of year$160,259,982
Participants
- Active participants1,408
- Retired or separated, receiving benefits13
- Retired or separated, entitled to future benefits303
- Participants with account balances1,099
- Total participants, end of year1,724
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Oneamerica Retirement Services LLC | Recordkeeping and information management; Copying and duplicating; Participant communication | $129,281 | $0 |
| Francis Investment Counsel LLC | Investment advisory (plan) | $57,498 | $0 |
| Eide Bailly LLP | Accounting (including auditing) | $15,000 | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $500 | $0 |
| Matrix Trust Company | Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed) | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Recordkeeping fees$129,281
- Investment advisory and management fees$57,498
- IQPA audit fees$15,000
- Contract administrator fees$500
- Total administrative expenses$202,279
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$154M · 95.9%
- Common/collective trusts$6.5M · 4.0%
- Cash (interest and non-interest bearing)$57K · 0.0%
- Insurance company general account$44K · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmEide Bailly LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan2FERISA section 404(c) plan2GTotal participant-directed account plan2JCode section 401(k) feature2KCode section 401(m) arrangement2S401(k) plan or 403(b) plan that provides for automatic enrollment2TTotal or partial participant-directed account plan with a default investment account3DPre-approved pension plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 551112: Offices of Other Holding Companies.
Other plans of The Boldt Group Inc.
| Plan | Participants | Net assets |
|---|---|---|
| The Boldt Group, Inc. Employee Stock Ownership Plan | 783 | $114M |
Similar plans in Wisconsin
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Hendricks Group 401(k) Plan | Hendricks Holding Co., Inc. | 2,416 | $73.6M | $30,481 |
| Mgic Profit Sharing and Savings Plan | Mgic Investment Corporation | 936 | $378M | $404,199 |
| Plexus Corp. 401(k) Retirement Plan | Plexus Corp. | 4,306 | $668M | $155,214 |
| The Boldt Group, Inc. Employee Stock Ownership Plan | The Boldt Group, Inc. | 783 | $114M | $145,312 |
| Associated Banc-Corp 401(k) and Employee Stock Ownership Plan | Associated Banc-Corp | 6,115 | $964M | $157,635 |
| VHC 401(k) Retirement Savings Plan | VHC, Inc. | 634 | $74.2M | $117,011 |
Defined contribution plans in management of companies (holding companies) closest in size.
Questions and answers
How big is The Boldt Group Inc. Retirement Plan?
1,724 participants at the end of the plan year ending 31 Dec 2025, of whom 1,408 were active employees, with net assets of $160,259,982. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,229 plans in plan year 2024.
What does The Boldt Group Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $202,279 in compensation to service provider organisations, $117 per participant or 0.13% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.05 per participant. Administrative expenses on Schedule H were $202,279. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is The Boldt Group Inc.. Recordkeeping or administration: Oneamerica Retirement Services LLC and Voya Retirement Insurance & Annuity. Investment advisory or management: Francis Investment Counsel LLC. Trustee or custodian: Matrix Trust Company. The financial statements were audited by Eide Bailly LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 24 Sep 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Sep 2026. This page shows the latest filing on record for EIN 39-1481879, plan 001, received 24 Sep 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.