Back to filter
Original filing (PDF)20250918094910NAL0002878930001
BOLD SYSTEMS, LLC
Form 5500-SF
FILING_RECEIVED
THE BOLD SYSTEMS, LLC 401(K) SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLD SYSTEMS, LLC.
Plan sponsor
Name
BOLD SYSTEMS, LLC
EIN
20-5304566
Address
2805 VETERANS HIGHWAY · SUITE 23 · RONKONKOMA, NY · 11779
Phone
(631) 676-7107
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Data Processing, Hosting plans
SANDY AUDIO VISUAL, LLC
SANDY AUDIO VISUAL 401(K) PLAN
$1.3M · 2 participants
TOPOGRAPHY HEALTH, INC.
TOPOGRAPHY HEALTH, INC. 401(K) PLAN
$1.3M · 64 participants
ELECTRIC EASEL INC
ELECTRIC EASEL, INC. 401(K) P/S PLAN
$1.3M · 7 participants
MSTS PAYMENTS, LLC
MSTS PAYMENTS, LLC 401(K) PLAN
$1.3M · 60 participants
SUSEA, INC.
SUSEA 401(K) PLAN
$1.3M · 58 participants
NETACENT INC.
NETACENT INC. 401(K) PLAN
$1.3M · 31 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B