BOLTON PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the BOLTON PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The BOLTON PARTNERS, INC. 401(k) on its latest Form 5500
BOLTON PARTNERS, INC. (EIN 52-1231144) reports BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $55.2M in plan assets across 126 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 PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the BOLTON PARTNERS, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BOLTON PARTNERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP.
How to check your BOLTON PARTNERS, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask BOLTON PARTNERS, 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).