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THE BOELTER COMPANIES, INC. 401(k) Plan

What public Form 5500 filings show about the THE BOELTER COMPANIES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$50.4M
Participants
522
Plans on file
1

The THE BOELTER COMPANIES, INC. 401(k) on its latest Form 5500

THE BOELTER COMPANIES, INC. (EIN 39-0752036) reports THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $50.4M in plan assets across 522 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 THE BOELTER COMPANIES, INC. filing — schedules, fees, and providers.

Who runs the THE BOELTER COMPANIES, 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 THE BOELTER COMPANIES, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL - RPCP.

How to check your THE BOELTER COMPANIES, INC. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask THE BOELTER COMPANIES, 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).
More on this employer: THE BOELTER COMPANIES, INC. — all Form 5500 filings (EIN 39-0752036) · Wisconsin employer EIN lookup · Form 5500 search
THE BOELTER COMPANIES, INC. 401(k) Plan — Form 5500