How big is BOLD IQ's plan?

BOLD IQ's plan reported $4.6M in assets and 20 participants for 2024.

Original filing (PDF)20250715132924NAL0002215121001

BOLD IQ

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

Form 5500-SF

FILING_RECEIVED

BOLD IQ 401(k) Plan and Trust

401(k) retirement plan · BOLD IQ's BOLD IQ 401(k) Plan and Trust held $4.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Debbie Walford signed BOLD IQ's 2024 Form 5500 as plan administrator.

Debbie Walford — 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 IQ's EIN is 20-5768354.

EIN 20-5768354

Plan number 001

Plan year 2024

ACK ID 20250715132924NAL0002215121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BOLD IQ's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

BOLD IQ

EIN

all filings

Address

15821 NE 8TH STREET, SUITE 200 · BELLEVUE, WA · 98008

Phone

(412) 426-5347

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator