Kelly Lawson PIHL signed BOLT Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOLT Financial, Inc.'s EIN is 46-5042091.
Download the official 2024 Form 5500 (PDF) for BOLT Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOLT Financial, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
