How big is BOLD Insight, Inc.'s plan?

BOLD Insight, Inc.'s plan reported $7.8M in assets and 87 participants for 2024.

Original filing (PDF)20251013145130NAL0003256402001

BOLD Insight, Inc.

Name: BOLD Insight, Inc. — The BOLD 401(k) Plan, Form 5500 (2024)
Creator: BOLD Insight, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The BOLD 401(k) Plan

401(k) retirement plan · BOLD Insight, Inc.'s The BOLD 401(k) Plan held $7.8M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Catherine Hwang signed BOLD Insight, Inc.'s 2024 Form 5500 as plan administrator.

Catherine Hwang — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BOLD Insight, Inc.'s EIN is 20-3960138.

EIN 20-3960138

Plan number 001

Plan year 2024

ACK ID 20251013145130NAL0003256402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BOLD Insight, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BOLD Insight, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLD INSIGHT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score