Bolton and CompanyESOP

Bolton and Company reported $5,030 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.21% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,527th-largest of 9,483 plans among California employers on file, and 2,989th of 4,798 in finance & insurance.