The Boelter Companies, Inc. 401(k) Plan: Login, Facts & Contact Information

The Boelter Companies, Inc. 401(k) Plan Facts

Plan name
THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE BOELTER COMPANIES, INC.
Participants
655 (522 active employees)
Former employees with a balance
142
Plan assets
$50,440,148 at Dec 31, 2024
Average account balance
$77,600 across 650 accounts
Employer contributions
$1,096,969 in plan year 2024 (17% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1987
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.63 million went into the plan in contributions, $1.10 million of it from the employer (17%).
  • $3.64 million was paid out to participants.
  • Investment and other income added $5.73 million.
  • Administrative expenses were $113,597, about $175 per account.

How the The Boelter Companies, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019762$40.9 million$723,608$6.06 million
2020722$40.0 million$676,950$8.49 million
2021587$44.1 million$654,137$5.10 million
2022596$35.1 million$854,954$5.74 million
2023668$41.8 million$1.01 million$4.08 million
2024655$50.4 million$1.10 million$3.64 million

The Boelter Companies, Inc. 401(k) Contact Information

Phone
262-523-6200
Mailing address
N22W23685 RIDGEVIEW PKWY W, WAUKESHA WI 531881013
Plan sponsor
THE BOELTER COMPANIES, INC.
Employer identification number (EIN)
39-0752036
Plan number
002

Questions about the The Boelter Companies, Inc. 401(k)

Does The Boelter Companies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 17% of all contributions.

Does the The Boelter Companies, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Boelter Companies, Inc 401(k) plan?

655 participants at the start of plan year 2024, 522 of them active employees, and 142 former employees who still had money in the plan.

What is the average 401(k) balance at The Boelter Companies, Inc?

About $77,600 per account: $50.4 million in plan assets across 650 accounts with a balance at the end of plan year 2024.

Who manages the The Boelter Companies, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Boelter Companies, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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