Nelson Ortiz signed BOLD North America, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOLD North America, LLC's EIN is 20-3932597.
Download the official 2024 Form 5500 (PDF) for BOLD North America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOLD North America, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $3.6M | 20.8% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $2.5M | 14.1% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $2.4M | 13.9% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $2.4M | 13.9% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $1.8M | 10.2% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $1.6M | 8.9% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $862K | 4.9% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $735K | 4.2% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $508K | 2.9% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $226K | 1.3% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | — | $146K | 0.8% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $114K | 0.7% | |
| FID INTL INDEX | Mutual Funds | — | — | $103K | 0.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $86K | 0.5% | |
| Participant loans | Participant loans | — | — | $66K | 0.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $57K | 0.3% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $57K | 0.3% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $54K | 0.3% | |
| DODGE & COX INCOME X | Mutual Funds | — | — | $33K | 0.2% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $14K | <0.1% | |
| J H ENTERPRISE N | Other securities | — | — | $14K | <0.1% | |
| PIF REAL EST SEC R6 | Other securities | — | — | $11K | <0.1% | |
| MFS NEW DISCOVERY R6 | Mutual Funds | — | — | $9K | <0.1% | |
| AF AMER MUTUAL R6 | Other securities | — | — | $7K | <0.1% | |
| MFS MA INV GR STK R6 | Mutual Funds | — | — | $3K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $2K | <0.1% | |
| BLKRK INFL PRO BD K | Other securities | — | — | $1K | <0.1% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $801 | <0.1% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $375 | <0.1% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $53 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
