How big is Bob Boldt HVAC, LLC's plan?

Bob Boldt HVAC, LLC's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20250721094110NAL0000989649001

Bob Boldt HVAC, LLC

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

Form 5500-SF

FILING_RECEIVED

Bob Boldt HVAC 401(k) Plan

401(k) retirement plan · Bob Boldt HVAC, LLC's Bob Boldt HVAC 401(k) Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Marcus Bowie signed Bob Boldt HVAC, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Bob Boldt HVAC, LLC's EIN is 81-0928746.

EIN 81-0928746

Plan number 001

Plan year 2024

ACK ID 20250721094110NAL0000989649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bob Boldt HVAC, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off