Back to filter
Original filing (PDF)20251015181910NAL0005343553001
THE BOLER COMPANY
Form 5500
FILING_RECEIVED
ANCHOR-HARVEY COMPONENTS, LLC THRIFT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
250
Accounts w/ balance
290
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
55 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 (9 bps vs 29 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
TBC ANCHOR-HARVEY BENEFITS COMMITTEE
EIN
36-2928548
City
SCHAUMBURG, IL
Phone
(630) 773-9111
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
41 direct securities · 14 pooled funds· $10.6M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.7M
14 holdings
Uncategorized
$3.9M
41 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.9M | 18.0% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $954K | 8.8% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $913K | 8.5% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $487K | 4.5% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $466K | 4.3% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $433K | 4.0% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $386K | 3.6% | |
| through October, 2029 | — | — | — | $381K | 3.5% | |
| STABLE VALUE ASSET FUND INVESCO · EIN 24-3884161 / PN 001 | Common Collective Trust | — | — | $326K | 3.0% | |
| Vanguard* Balanced Index Fund Admiral Shares | — | — | — | $300K | 2.8% | |
| Vanguard* Value Index Fund Admiral Shares 836 Vanguard* Wellesley Income Admiral Shares | — | — | — | $280K | 2.6% | |
| Vanguard* Target Retirement 2040 Fund | — | — | — | $275K | 2.5% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $229K | 2.1% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $216K | 2.0% | |
| Vanguard* 500 Index Fund Adminral Shares | — | — | — | $209K | 1.9% | |
| Vanguard* Target Retirement 2060 Fund | — | — | — | $199K | 1.8% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $156K | 1.4% | |
| Vanguard* Target Retirement 2035 Fund | — | — | — | $151K | 1.4% | |
| Dodge & Cox Income Fund Class I 6 BlackRock High Yield Fund K 74 Brown Advisory Growth Equity | — | — | — | $148K | 1.4% | |
| Vanguard* Information Technology Fund Admiral Shares | — | — | — | $143K | 1.3% | |
| Vanguard* Target Retirement 2055 Fund | — | — | — | $142K | 1.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $142K | 1.3% | |
| Vanguard* U.S. Growth Fund Admiral Shares | — | — | — | $140K | 1.3% | |
| Vanguard* Target Retirement 2030 Fund | — | — | — | $130K | 1.2% | |
| Vanguard* MidCap Value Index Fund Admiral Shares | — | — | — | $107K | 1.0% | |
| Vanguard* MidCap Growth Index Fund Admiral Shares | — | — | — | $107K | 1.0% | |
| Vanguard* International Growth Fund Admiral Shares | — | — | — | $102K | 0.9% | |
| Vanguard* Target Retirement 2045 Fund | — | — | — | $101K | 0.9% | |
| Vanguard* Health Care Fund Admiral Shares | — | — | — | $78K | 0.7% | |
| Principal MidCap S&P 400 Index Fund Institutional Class 804 Vanguard* Capital Opprtunity Fund Admiral Shares | — | — | — | $74K | 0.7% | |
| Vanguard* Sm Cap Value Index Fund Admiral Shares | — | — | — | $69K | 0.6% | |
| Vanguard* Windsor II Fund Admiral Shares | — | — | — | $66K | 0.6% | |
| Vanguard* Target Retirement 2050 Fund | — | — | — | $62K | 0.6% | |
| Vanguard* Institutional Index Fund Institutional Shares | — | — | — | $55K | 0.5% | |
| Invesco Global Opportunity Fund R6 | — | — | — | $47K | 0.4% | |
| Vanguard* Financials Index Fund Admiral Shares 922 Vanguard* Growth Index Fund Admiral Shares | — | — | — | $46K | 0.4% | |
| Janus Henderson Small Cap Value Fund Class I 727 John Hancock Bond Fund R6 | — | — | — | $43K | 0.4% | |
| Nuveen Quant Small Cap Equity Fund R6 Class | — | — | — | $42K | 0.4% | |
| Vanguard* International Value Fund Investor Shares | — | — | — | $41K | 0.4% | |
| Janus Henderson Global Life Sciences Fund Class I | — | — | — | $41K | 0.4% | |
| Vanguard* Target Retirement 2025 Fund | — | — | — | $39K | 0.4% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $33K | 0.3% | |
| Vanguard* Small-Cap Index Fund Institutional Shares | — | — | — | $33K | 0.3% | |
| Vanguard* Total International Stock Index Fund Admiral Shares | — | — | — | $32K | 0.3% | |
| Vanguard* Mid-Cap Index Fund Institutional Shares | — | — | — | $32K | 0.3% | |
| Lord Abbitt High Yield Fund R6 | — | — | — | $31K | 0.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $29K | 0.3% | |
| Vanguard* STAR Fund Investor Shares | — | — | — | $25K | 0.2% | |
| Vanguard* Cash Reserves Fund Admiral Shares | — | — | — | $25K | 0.2% | |
| Vanguard* Intermediate Term Bond Fund Admiral Shares 77 Vanguard* Materials Index Fund Admiral Shares | — | — | — | $24K | 0.2% | |
| Vanguard* Target Retirement 2020 Fund | — | — | — | $10K | <0.1% | |
| Vanguard* Total Bond Market Index Fund Institutional Shares | — | — | — | $7K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| Vanguard* Real Estate Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard* Target Retirement Income Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Manufacturing plans
T & B TUBE CO. INC.
T&B TUBE CO. INC. 401K PROFIT SHARING PLAN AND TRUST
$10.8M · 93 participants
BY-PRODUCTS INDUSTRIES, INC.
B.P.I., INC. PROFIT SHARING PLAN AND TRUST
$10.7M · 98 participants
OPTIMUS STEEL, LLC
OPTIMUS STEEL PENSION PLAN
$10.7M · 45 participants
MATTCO FORGE, INC.
MATTCO FORGE, INC. 401(K) PLAN
$11.0M · 127 participants
UNIVERSAL TECHNOLOGY, INC.
UNIVERSAL TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$11.5M · 13 participants
HARMER STEEL PRODUCTS COMPANY
HARMER STEEL PRODUCTS COMPANY PROFIT SHARING RETIREMENT PLAN
$9.9M · 45 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B