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Original filing (PDF)20251001111559NAL0012525393001
BOLAND TRANE SERVICES, INC.
Form 5500
FILING_RECEIVED
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN - BTS
401(k) retirement plan
Active participants
202
Accounts w/ balance
235
Plan assets (EOY)
$56.2M
Net assets (EOY)
$56.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLAND TRANE SERVICES, INC..
Plan sponsor
Name
BOLAND TRANE SERVICES, INC.
EIN
52-0742033
Address
30 WEST WATKINS MILL RD · GAITHERSBURG, MD · 20878
Phone
(240) 306-3004
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $69K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
30 direct securities· $56.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE GROWTH STOCK I R.I.C. N/A 118,668 | — | — | — | $12.6M | 22.4% | |
| VANGUARD 500 INDEX ADM IRAL R.I.C. N/A 15,448 | — | — | — | $8.4M | 14.9% | |
| BLACKROCK EQUITY DIVIDEND K R.I.C. N/A 283,045 | — | — | — | $5.4M | 9.5% | |
| AM ERICAN FUNDS CAPITAL WORLD G/I R6 R.I.C. N/A 64,311 | — | — | — | $4.1M | 7.3% | |
| JPM ORGAN M ID CAP GROWTH R6 R.I.C. N/A 48,131 | — | — | — | $2.5M | 4.4% | |
| VANGUARD TOTAL BOND M ARKET INDEX ADM IRAL R.I.C. N/A 244,788 | — | — | — | $2.3M | 4.1% | |
| AM ERICAN FUNDS 2050 TRGT DATE RETIRE R6 R.I.C. N/A 109,872 | — | — | — | $2.3M | 4.1% | |
| AM ERICAN FUNDS 2040 TRGT DATE RETIRE R6 R.I.C. N/A 91,277 | — | — | — | $1.9M | 3.3% | |
| AM ERICAN FUNDS 2035 TRGT DATE RETIRE R6 R.I.C. N/A 90,848 | — | — | — | $1.7M | 3.1% | |
| AM ERICAN FUNDS AM ERICAN BALANCED R6 R.I.C. N/A 48,797 | — | — | — | $1.7M | 3.0% | |
| Group Annuity Contract * Empower Annuity Insurance Company of America EI Fixed Account - Series CL III N/A | — | — | — | $1.4M | 2.6% | |
| VIRTUS SGA INTERNATIONAL GROWTH R6 R.I.C. N/A 198,644 | — | — | — | $1.4M | 2.5% | |
| AM ERICAN FUNDS 2045 TRGT DATE RETIRE R6 R.I.C. N/A 64,650 | — | — | — | $1.4M | 2.4% | |
| M ACQUARIE SM ALL CAP CORE R6 R.I.C. N/A 42,742 | — | — | — | $1.3M | 2.3% | |
| AM ERICAN FUNDS 2060 TRGT DATE RETIRE R6 R.I.C. N/A 67,982 | — | — | — | $1.2M | 2.2% | |
| AM ERICAN FUNDS 2030 TRGT DATE RETIRE R6 R.I.C. N/A 67,232 | — | — | — | $1.2M | 2.1% | |
| GQG PARTNERS EM ERGING M ARKETS EQTY INST R.I.C. N/A 52,492 | — | — | — | $868K | 1.5% | |
| VANGUARD DEVELOPED M ARKETS INDEX ADM IRAL R.I.C. N/A 55,103 | — | — | — | $846K | 1.5% | |
| VICTORY PIONEER STRATEGIC INCOM E R6 R.I.C. N/A 73,204 | — | — | — | $689K | 1.2% | |
| AM ERICAN FUNDS 2055 TRGT DATE RETIRE R6 R.I.C. N/A 25,732 | — | — | — | $680K | 1.2% | |
| M utual Funds AM ERICAN FUNDS 2025 TRGT DATE RETIRE R6 R.I.C. N/A 35,202 | — | — | — | $535K | 1.0% | |
| M FS M ID CAP VALUE R6 R.I.C. N/A 12,138 | — | — | — | $386K | 0.7% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I R.I.C. N/A 7,416 | — | — | — | $323K | 0.6% | |
| Participant loans Note Account Various 4.25% to 9.50% N/A | — | — | — | $294K | 0.5% | |
| PGIM GLOBAL TOTAL RETURN R6 R.I.C. N/A 54,328 | — | — | — | $275K | 0.5% | |
| AM ERICAN FUNDS RETIRE INC PORT-CNSRV R6 R.I.C. N/A 19,281 | — | — | — | $225K | 0.4% | |
| AM ERICAN FUNDS 2065 TRGT DATE RETIRE R6 R.I.C. N/A 10,712 | — | — | — | $187K | 0.3% | |
| AM ERICAN FUNDS 2020 TRGT DATE RETIRE R6 R.I.C. N/A 8,628 | — | — | — | $116K | 0.2% | |
| CALVERT BALANCED R6 R.I.C. N/A 1,479 | — | — | — | $67K | 0.1% | |
| JPM ORGAN LARGE CAP GROWTH R6 R.I.C. N/A 389 | — | — | — | $33K | <0.1% |
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