How big is Boles Metzger Brosius & Walborn PC's plan?

Boles Metzger Brosius & Walborn PC's plan reported $6.1M in assets and 13 participants for 2024.

Original filing (PDF)20250528083453NAL0004293283001

Boles Metzger Brosius & Walborn PC

Name: Boles Metzger Brosius & Walborn PC — Boles Metzger, Form 5500 (2024)
Creator: Boles Metzger Brosius & Walborn PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boles Metzger Brosius & Walborn PC Savings Plan

401(k) retirement plan · Boles Metzger Brosius & Walborn PC's Boles Metzger Brosius & Walborn PC Savings Plan held $6.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Ted Brosius signed Boles Metzger Brosius & Walborn PC's 2024 Form 5500 as plan administrator.

Ted Brosius — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boles Metzger Brosius & Walborn PC's EIN is 23-2175024.

EIN 23-2175024

Plan number 001

Plan year 2024

ACK ID 20250528083453NAL0004293283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boles Metzger Brosius & Walborn PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boles Metzger Brosius & Walborn PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLES METZGER BROSIUS & WALBORN PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BOLES METZGER BROSIUS & WALBORN PC

EIN

all filings

Address

3601 N FRONT ST · HARRISBURG, PA · 17110

Phone

(717) 238-0446

Industry

CPA Offices· Professional & Technical Services

Plan administrator