Original filing (PDF)20250305150432NAL0004589059001

BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION

Name: BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION — BOLD FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION

Form 5500-SF

FILING_RECEIVED

BOLD FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

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 average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION.

Plan sponsor

Name

BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION

EIN

26-1588680

Address

6749 ACADEMY ROAD NE SUITE A · ALBUQUERQUE, NM · 87109

Phone

(505) 828-1188

Industry

Finance & Insurancesee all

Plan administrator