How big is JEFF Bolstad's plan?

JEFF Bolstad's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250717103825NAL0000131233001

JEFF Bolstad

Name: JEFF Bolstad — JEFF Bolstad Profit Sharing Plan, Form 5500 (2024)
Creator: JEFF Bolstad
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Bolstad Profit Sharing Plan

Defined-contribution retirement plan · JEFF Bolstad's JEFF Bolstad Profit Sharing Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Julie Birrer signed JEFF Bolstad's 2024 Form 5500 as plan administrator.

Julie Birrer — 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

JEFF Bolstad's EIN is 81-0452641.

EIN 81-0452641

Plan number 001

Plan year 2024

ACK ID 20250717103825NAL0000131233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Bolstad from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Bolstad's plan includes profit-sharing, a self-directed brokerage window, life insurance.

Decision-maker contacts

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

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JEFF BOLSTAD

EIN

all filings

Address

1040 WEST CUSTER AVE · HELENA, MT · 59602

Phone

(406) 449-2545

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator