Ferdinando Montano, Jr. signed BOLD Penguin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOLD Penguin, Inc.'s EIN is 81-3064148.
Download the official 2024 Form 5500 (PDF) for BOLD Penguin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOLD Penguin, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RET INS SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.3M | 97.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.8M | 20.1% | |
| MyCompass Ind Moderate 2055 Fund R | Other securities | — | — | $2.6M | 14.0% | |
| JPMorgan US GARP Equity Fund R6 | Other securities | — | — | $2.0M | 10.6% | |
| MyCompass Ind Moderate 2045 Fund R | Other securities | — | — | $1.3M | 6.7% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $841K | 4.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $698K | 3.7% | |
| MyCompass Ind Agg 2045 Fund R | Other securities | — | — | $697K | 3.7% | |
| MyCompass Ind Agg 2055 Fund R | Other securities | — | — | $467K | 2.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $454K | 2.4% | |
| DFA Inflation Protected Securities Portfolio Inst | Mutual Funds | — | — | $443K | 2.4% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $393K | 2.1% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $392K | 2.1% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $382K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $381K | 2.0% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $367K | 2.0% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $352K | 1.9% | |
| MyCompass Ind Moderate 2035 Fund R | Other securities | — | — | $318K | 1.7% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $296K | 1.6% | |
| Dodge & Cox Global Bond Fund Class X | Mutual Funds | — | — | $284K | 1.5% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $283K | 1.5% | |
| Nuveen Large Cap Responsible Eq R6 | Mutual Funds | — | — | $270K | 1.4% | |
| Voya Retirement Insurance and Annuity Company** American Funds American Balanced Fund R6 | Mutual Funds | — | — | $253K | 1.4% | |
| MyCompass Ind Moderate 2065 Fund R | Other securities | — | — | $179K | 1.0% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 5.00 to 10.50 percent - | Other securities | — | — | $173K | 0.9% | |
| DFA US Targeted Value Portfolio Institutional | Mutual Funds | — | — | $160K | 0.9% | |
| MyCompass Ind Agg 2035 Fund R | Other securities | — | — | $156K | 0.8% | |
| MyCompass Ind Conservative 2055 Fund R | Other securities | — | — | $135K | 0.7% | |
| MyCompass Ind Agg 2065 Fund R | Other securities | — | — | $134K | 0.7% | |
| Voya Retirement Insurance and Annuity Company** Fully benefit-responsive investment contract - Voya Fixed Account | Common Stocks | — | — | $129K | 0.7% | |
| DFA Real Estate Securities Portfolio Institutional | Mutual Funds | — | — | $128K | 0.7% | |
| MyCompass Ind Moderate Retirement Fund R * 828 Neuberger Berman Mid Cap Growth Fund R6 | Other securities | — | — | $81K | 0.4% | |
| Fidelity Invmt Grade Bond Fd Z | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $29K | 0.2% | |
| MyCompass Ind Agg Retirement Fund R | Other securities | — | — | $13K | <0.1% | |
| Vanguard Life Strategy Income Fund | Mutual Funds | — | — | $10K | <0.1% | |
| MyCompass Ind Conservative 2045 Fund R | Other securities | — | — | $6K | <0.1% | |
| MyCompass Ind Conservative Retirement Fund R | Other securities | — | — | $5K | <0.1% | |
| MyCompass Ind Conservative 2035 Fund R | Other securities | — | — | $4K | <0.1% | |
| Vanguard Life Strategy Conservative Growth Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
