BOLTON & MENK, INC. 401(k) Plan
What public Form 5500 filings show about the BOLTON & MENK, INC. 401(k) plan — and how to find and check your own account.
The BOLTON & MENK, INC. 401(k) on its latest Form 5500
BOLTON & MENK, INC. (EIN 41-0832249) reports BOLTON & MENK, INC. 401(K) PLAN on its most recent Form 5500, with $155.3M in plan assets across 1,089 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BOLTON & MENK, INC. filing — schedules, fees, and providers.
Who runs the BOLTON & MENK, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BOLTON & MENK, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS, PRINCIPAL, WELLTH ADVISORY SERVICES, WEALTH ADVISORY SERVICES.
How to check your BOLTON & MENK, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask BOLTON & MENK, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).