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Original filing (PDF)20251011072745NAL0005040451001
BOLT THREADS, INC.
Form 5500
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
15
Accounts w/ balance
111
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2050 Inv Mutual Fund" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLT THREADS, INC..
Plan sponsor
Name
BOLT THREADS, INC.
EIN
27-0706781
Address
5858 HORTON STREET, SUITE 400 · EMERYVILLE, CA · 94608
Phone
(415) 325-5912
Industry
Manufacturingsee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS LLC | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $24K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $11K | — |
Investments
21 direct securities· $8.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $2.4M | 28.1% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.4M | 16.0% | |
| Schwab S&P 500 Index Mutual Fund | — | — | — | $1.1M | 13.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $1.0M | 12.0% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $529K | 6.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $489K | 5.7% | |
| Schwab Personal Choice Retirement Account Participant-Directed Brokerage Accounts | — | — | — | $486K | 5.7% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $348K | 4.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $284K | 3.3% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $177K | 2.1% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | — | — | — | $77K | 0.9% | |
| Fidelity Small Cap Index Instl Prem Mutual Fund | — | — | — | $56K | 0.7% | |
| Fidelity Mid Cap Index Instl Prem Mutual Fund | — | — | — | $53K | 0.6% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $43K | 0.5% | |
| Participant Loans to participants, bearing interest from 9.00% to 9.25% | — | — | — | $40K | 0.5% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $23K | 0.3% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard FTSE Social Index Inv Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $2K | <0.1% | |
| Calvert US Mid Cap Core Rspnb Idx I Mutual Fund | — | — | — | $2K | <0.1% |