Original filing (PDF)20251003164956NAL0003874898001

BOLD, POLISNER, MADDOW, ET AL

Name: BOLD, POLISNER, MADDOW, ET AL — BOLD, POLISNER, MADDOW, NELSON & JUDSON 401(K) PROFIT SHARING, Form 5500 (2024)
Creator: BOLD, POLISNER, MADDOW, ET AL

Form 5500-SF

FILING_RECEIVED

BOLD, POLISNER, MADDOW, NELSON & JUDSON 401(K) PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLD, POLISNER, MADDOW, ET AL.

Plan sponsor

Name

BOLD, POLISNER, MADDOW, ET AL

EIN

68-0301277

Address

2125 OAK GROVE RD STE 210 · WALNUT CREEK, CA · 945982521

Phone

(925) 933-7777

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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