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Original filing (PDF)20251001110907NAL0020863106001
BOLAND TRANE SERVICES, INC.
Form 5500
FILING_RECEIVED
BOLAND ENTERPRISES PROFIT SHARING 401(K) PLAN FOR SERVICE ENGINEERS BARGAINING UNIT
401(k) retirement plan
Active participants
174
Accounts w/ balance
128
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
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 W 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
003
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
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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
29 direct securities· $17.9M(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 31,834 | — | — | — | $3.4M | 18.8% | |
| AM ERICAN FUNDS CAPITAL WORLD G/I R6 R.I.C. N/A 41,272 | — | — | — | $2.6M | 14.6% | |
| VANGUARD 500 INDEX ADM IRAL R.I.C. N/A 3,214 | — | — | — | $1.7M | 9.7% | |
| BLACKROCK EQUITY DIVIDEND K R.I.C. N/A 88,775 | — | — | — | $1.7M | 9.4% | |
| AM ERICAN FUNDS 2050 TRGT DATE RETIRE R6 R.I.C. N/A 78,467 | — | — | — | $1.6M | 9.1% | |
| Group Annuity Contract * Empower Annuity Insurance Company of America EI Fixed Account - Series CL III N/A | — | — | — | $1.2M | 6.6% | |
| JPM ORGAN M ID CAP GROWTH R6 R.I.C. N/A 15,371 | — | — | — | $795K | 4.4% | |
| AM ERICAN FUNDS 2045 TRGT DATE RETIRE R6 R.I.C. N/A 29,961 | — | — | — | $635K | 3.5% | |
| AM ERICAN FUNDS 2030 TRGT DATE RETIRE R6 R.I.C. N/A 28,991 | — | — | — | $501K | 2.8% | |
| M ACQUARIE SM ALL CAP CORE R6 R.I.C. N/A 13,558 | — | — | — | $412K | 2.3% | |
| VANGUARD DEVELOPED M ARKETS INDEX ADM IRAL R.I.C. N/A 26,520 | — | — | — | $407K | 2.3% | |
| VANGUARD TOTAL BOND M ARKET INDEX ADM IRAL R.I.C. N/A 39,877 | — | — | — | $378K | 2.1% | |
| AM ERICAN FUNDS 2055 TRGT DATE RETIRE R6 R.I.C. N/A 13,640 | — | — | — | $361K | 2.0% | |
| PGIM GLOBAL TOTAL RETURN R6 R.I.C. N/A 63,002 | — | — | — | $319K | 1.8% | |
| VIRTUS SGA INTERNATIONAL GROWTH R6 R.I.C. N/A 38,296 | — | — | — | $272K | 1.5% | |
| Participant loans Note Account Various 4.25% to 9.50% N/A | — | — | — | $238K | 1.3% | |
| GQG PARTNERS EM ERGING M ARKETS EQTY INST R.I.C. N/A 12,697 | — | — | — | $210K | 1.2% | |
| M utual Funds AM ERICAN FUNDS 2025 TRGT DATE RETIRE R6 R.I.C. N/A 12,031 | — | — | — | $183K | 1.0% | |
| AM ERICAN FUNDS 2065 TRGT DATE RETIRE R6 R.I.C. N/A 9,922 | — | — | — | $174K | 1.0% | |
| AM ERICAN FUNDS 2035 TRGT DATE RETIRE R6 R.I.C. N/A 8,739 | — | — | — | $166K | 0.9% | |
| M FS M ID CAP VALUE R6 R.I.C. N/A 4,746 | — | — | — | $151K | 0.8% | |
| AM ERICAN FUNDS 2040 TRGT DATE RETIRE R6 R.I.C. N/A 6,994 | — | — | — | $144K | 0.8% | |
| AM ERICAN FUNDS RETIRE INC PORT-CNSRV R6 R.I.C. N/A 10,841 | — | — | — | $126K | 0.7% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I R.I.C. N/A 1,498 | — | — | — | $65K | 0.4% | |
| AM ERICAN FUNDS AM ERICAN BALANCED R6 R.I.C. N/A 1,652 | — | — | — | $57K | 0.3% | |
| VICTORY PIONEER STRATEGIC INCOM E R6 R.I.C. N/A 4,533 | — | — | — | $43K | 0.2% | |
| AM ERICAN FUNDS 2060 TRGT DATE RETIRE R6 R.I.C. N/A 1,862 | — | — | — | $33K | 0.2% | |
| JPM ORGAN LARGE CAP GROWTH R6 R.I.C. N/A 264 | — | — | — | $22K | 0.1% | |
| CALVERT BALANCED R6 R.I.C. N/A 167 | — | — | — | $8K | <0.1% |
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