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Original filing (PDF)20251015172943NAL0005525873001
THE BOLER COMPANY
Form 5500
FILING_RECEIVED
COMPENSATION AT RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
3,288
Accounts w/ balance
—
Plan assets (EOY)
$293.4M
Net assets (EOY)
$293.4M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOLER COMPANY.
Plan sponsor
Name
THE BOLER COMPANY
EIN
36-2928548
Address
2021 PARKSIDE DRIVE · SCHAUMBURG, IL · 60173
Phone
(630) 773-9111
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
36-3071336
City
SCHAUMBURG, IL
Phone
(630) 773-9111
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $112K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-3080210 | — | NONE | $42K | — |
Investments
15 direct securities· $292.7M(100% of reported assets)
Uncategorized
$278.3M
14 holdings
Mutual Funds
$14.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Fixed Income Long-Term Investment Grade Fund Admiral | — | — | $74.1M | $56.7M | 19.3% | |
| The Vanguard Group Total Stock Market Index Fund Institutional | — | — | $24.9M | $52.2M | 17.8% | |
| The Vanguard Group Total International Stock Index Institutional | — | — | $30.5M | $34.7M | 11.8% | |
| The Vanguard Group Windsor Fund Admiral | — | — | $28.1M | $28.7M | 9.8% | |
| The Vanguard Group Primecap Fund Admiral | — | — | $22.1M | $27.5M | 9.4% | |
| The Vanguard Group International Growth Fund Admiral | — | — | $17.7M | $18.7M | 6.4% | |
| The Vanguard Group International Value Fund | — | — | $17.5M | $18.4M | 6.3% | |
| s * The Vanguard Group Long-Term Treasury Index Fund Admiral | Mutual Funds | — | $14.5M | $14.4M | 4.9% | |
| Money Market Fund First American Treasury Obligation Fund Class Z | — | — | $7.4M | $7.4M | 2.5% | |
| NISA US Treasury Bond 3.000% 5/15/2045 | — | — | $6.0M | $6.0M | 2.0% | |
| NISA US Treasury Bond 4.500% 11/15/2054 | — | — | $6.0M | $5.9M | 2.0% | |
| US Government Securities NISA US Treasury Bond Strip 2/15/2052 | — | — | $6.0M | $5.9M | 2.0% | |
| NISA US Treasury Bond 3.500% 2/15/2053 | — | — | $5.9M | $5.9M | 2.0% | |
| NISA US Treasury Bond 3.000% 5/15/2047 | — | — | $5.9M | $5.8M | 2.0% | |
| NISA US Treasury Bond 3.625% 5/15/2053 | — | — | $4.5M | $4.5M | 1.5% |