Original filing (PDF)20251013145311NAL0000730451001

Boarman Kroos Vogel Group, Inc.

Name: Boarman Kroos Vogel Group, Inc. — Boarman Kroos, Form 5500 (2024)
Creator: Boarman Kroos Vogel Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Boarman Kroos Vogel Group, Inc. 401(k) Retirement Plan

401(k) retirement plan · Boarman Kroos Vogel Group, Inc.'s Boarman Kroos Vogel Group, Inc. 401(k) Retirement Plan held $21.0M in plan assets for 167 participants in 2024.

Signals · 2

Non-clean audit opinionNo recordkeeper disclosed

Active participants

167

Accounts w/ balance

226

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARMAN KROOS VOGEL GROUP, INC..

Plan sponsor

Name

BOARMAN KROOS VOGEL GROUP, INC.

EIN

41-1326637all filings

Address

222 N. SECOND STREET · MINNEAPOLIS, MN · 55401

Phone

(612) 373-9107

Industry

Professional & Technical Services

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
IMPACT RETIREMENT ADVISORS	99-1021446	—	NONE	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS ADMIN SERVICES, INC.	16-1503696	—	NONE	$51K	—

Investments

1 pooled fund· $974K(5% 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.