Boucher Group 401(k) match, vesting and fees
What Boucher Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Boucher Group: employer contribution per participant | $640 | |
| Peer median | $1,247 |
| Boucher Group: average balance | $112,147 | |
| Peer median | $56,979 |
| Boucher Group: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $44.1M at the end of plan year 2021 to $53.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,136 | $53.9M | $308K | $640 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 1,101 | $50.3M | $288K | $602 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,062 | $42.7M | $278K | $567 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 1,065 | $35.9M | $282K | $524 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 1,067 | $44.1M | $264K | $479 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Boucher Group match 401(k) contributions?
The match terms for the The Boucher Group 401(k) Profit-Sharing Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $308K in employer contributions, about $640 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boucher Group 401(k) match vested?
The vesting schedule for the The Boucher Group 401(k) Profit-Sharing Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boucher Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is The Boucher Group, Inc..
I left Boucher Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Boucher Group, Inc., (414) 427-4141) or the recordkeeper, Transamerica Retirement Solutions. The Boucher Group old 401(k) page lists the contacts from every plan filing. Find an old Boucher Group 401(k)
Data from the public Form 5500 annual reports Boucher Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Boucher Group. Not financial advice. Report a correction · Methodology