How big is Bolton Ford, LLC's plan?

Bolton Ford, LLC's plan reported $7.5M in assets and 102 participants for 2024.

Original filing (PDF)20250701105551NAL0030450418001

Bolton Ford, LLC

Name: Bolton Ford, LLC — Bolton Ford, LLC 401(k) Plan, Form 5500 (2024)
Creator: Bolton Ford, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bolton Ford, LLC 401(k) Plan

401(k) retirement plan · Bolton Ford, LLC's Bolton Ford, LLC 401(k) Plan held $7.5M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Freddie Jacobs, Jr. signed Bolton Ford, LLC's 2024 Form 5500 as plan administrator.

Freddie Jacobs, Jr. — 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

Bolton Ford, LLC's EIN is 72-0796878.

EIN 72-0796878

Plan number 001

Plan year 2024

ACK ID 20250701105551NAL0030450418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bolton Ford, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bolton Ford, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score