Plan Ledger DOL Form 5500 · updated monthly

Bolton & Menk, Inc.401(k)

BOLTON & MENK, INC. 401(K) PLAN · MANKATO, MN · plan year 2025

Reported admin expense ratio · 2025
0.09%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bolton & Menk, Inc. reported $164,913 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,862 per active participant. 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 3 years on file its reported administrative ratio fell from 0.14% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 169th-largest of 1,918 plans among Minnesota employers on file, and the 832nd of 11,654 in professional & technical services. In 2025, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 829 to 1,206 since 2022.

Plan summary
Net assets, end of year$192,472,915
Participants with balances1,328
Active participants1,206
Employer contributions$4,657,316
Employee contributions$12,528,179
Employer contribution per active participant$3,862
Average account balance$144,934
Benefits paid to participants$6,849,737
Plan auditAdverse audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$192.5M · 1,328 accts · $4.7M emplr
2024$155.3M · 1,164 accts · $3.9M emplr
2023$130.6M · 1,025 accts · $3.3M emplr
2022$104.3M · 898 accts · $2.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$164,913
Total administrative$164,913
The Bolton & Menk, Inc. 401(k) match · 2025
Employer contribution per active participant$3,862
Median for plans this size$4,093
2025$3,862 per active participant
2024$3,563 per active participant
2023$3,480 per active participant
2022$3,265 per active participant

Bolton & Menk, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$187,285
WELLTH ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$164,913 · 0.09%
2024$173,402 · 0.12%
2023$150,236 · 0.13%
2022$152,325 · 0.14%
All plans at this employer2
BOLTON & MENK, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
BOLTON & MENK, INC. 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 410832249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.