The Boldt Group Inc 401(k) Plan: Login, Facts & Contact Information

The Boldt Group Inc 401(k) Plan Facts

Plan name
THE BOLDT COMPANY'S RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE BOLDT GROUP INC
Participants
1,006 (743 active employees)
Former employees with a balance
299
Plan assets
$146,108,773 at Dec 31, 2024
Average account balance
$142,545 across 1,025 accounts
Employer contributions
$3,617,446 in plan year 2024 (25% of all contributions)
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1976
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 Sep 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.7 million went into the plan in contributions, $3.62 million of it from the employer (25%).
  • $21.3 million was paid out to participants.
  • Investment and other income added $18.3 million.
  • Administrative expenses were $181,478, about $177 per account.

How the The Boldt Group Inc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019748$126.2 million$15,535$15.4 million
2020754$138.0 million$15,917$16.2 million
2021777$140.8 million$8,831$23.9 million
2022817$110.8 million$9,392$10.3 million
2023943$134.5 million$3.09 million$8.98 million
20241,006$146.1 million$3.62 million$21.3 million

The Boldt Group Inc 401(k) Contact Information

Phone
920-225-6225
Mailing address
2121 E CAPITOL DRIVE, APPLETON WI 54911
Plan sponsor
THE BOLDT GROUP INC
Employer identification number (EIN)
39-1481879
Plan number
001

Questions about the The Boldt Group Inc 401(k)

Does The Boldt Group Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.62 million, 25% of all contributions.

Does the The Boldt Group Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Boldt Group Inc 401(k) plan?

1,006 participants at the start of plan year 2024, 743 of them active employees, and 299 former employees who still had money in the plan.

What is the average 401(k) balance at The Boldt Group Inc?

About $142,545 per account: $146.1 million in plan assets across 1,025 accounts with a balance at the end of plan year 2024.

Who manages the The Boldt Group Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Boldt Group Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial 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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