Original filing (PDF)20251014133631NAL0001431603001

BOLGER & BATTLE, INC.

Name: BOLGER & BATTLE, INC. — BOLGER & BATTLE, INC. EMPLOYEE SAVINGS TRUST, Form 5500 (2024)
Creator: BOLGER & BATTLE, INC.

Form 5500-SF

FILING_RECEIVED

BOLGER & BATTLE, INC. EMPLOYEE SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLGER & BATTLE, INC..

Plan sponsor

Name

BOLGER & BATTLE, INC.

EIN

38-3159753

Address

148 E. MAIN ST. · MIDLAND, MI · 48640

Phone

(989) 835-8171

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NORTH 6TH AGENCY, INC.

NORTH 6TH AGENCY, INC. RETIREMENT TRUST

$3.0M · 12 participants

TRUELIO LLC

TRUELIO LLC 401(K) PROFIT SHARING PLAN & TRUST

$3.0M · 44 participants

WANT, LLC

WANT, LLC PENSION PLAN

$3.0M · 6 participants

CAIN & COMPANY

CAIN & COMPANY PROFIT SHARING 401(K) PLAN

$3.0M · 17 participants

CASHMAN & KATZ, LLC.

CASHMAN & KATZ, LLC. 401(K) PLAN

$3.0M · 13 participants