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Original filing (PDF)20251007131622NAL0004613153001
BOLD PENGUIN, INC.
Form 5500
FILING_RECEIVED
BOLD PENGUIN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
280
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLD PENGUIN, INC..
Plan sponsor
Name
BOLD PENGUIN, INC.
EIN
81-3064148
Address
6555 LONGSHORE ST., STE. 200 · DUBLIN, OH · 43017
Phone
(614) 699-2114
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
39 direct securities · 1 pooled fund· $36.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$18.6M
39 holdings
Pooled Separate Account
$18.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.8M | 20.1% | |
| MyCompass Ind Moderate 2055 Fund R | — | — | — | $2.6M | 14.0% | |
| JPMorgan US GARP Equity Fund R6 | — | — | — | $2.0M | 10.6% | |
| MyCompass Ind Moderate 2045 Fund R | — | — | — | $1.3M | 6.7% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $841K | 4.5% | |
| Fidelity International Index Fund | — | — | — | $698K | 3.7% | |
| MyCompass Ind Agg 2045 Fund R | — | — | — | $697K | 3.7% | |
| MyCompass Ind Agg 2055 Fund R | — | — | — | $467K | 2.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $454K | 2.4% | |
| DFA Inflation Protected Securities Portfolio Inst | — | — | — | $443K | 2.4% | |
| PGIM High Yield Fund R6 | — | — | — | $393K | 2.1% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $392K | 2.1% | |
| American Funds New Perspective Fund R6 | — | — | — | $382K | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $381K | 2.0% | |
| American Funds New World Fund R6 | — | — | — | $367K | 2.0% | |
| Vanguard Life Strategy Growth Fund | — | — | — | $352K | 1.9% | |
| MyCompass Ind Moderate 2035 Fund R | — | — | — | $318K | 1.7% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $296K | 1.6% | |
| Dodge & Cox Global Bond Fund Class X | — | — | — | $284K | 1.5% | |
| Vanguard Selected Value Fund | — | — | — | $283K | 1.5% | |
| Nuveen Large Cap Responsible Eq R6 | — | — | — | $270K | 1.4% | |
| Voya Retirement Insurance and Annuity Company** American Funds American Balanced Fund R6 | — | — | — | $253K | 1.4% | |
| MyCompass Ind Moderate 2065 Fund R | — | — | — | $179K | 1.0% | |
| Participants** Participant notes receivable bearing interest at rates ranging from 5.00 to 10.50 percent - | — | — | — | $173K | 0.9% | |
| DFA US Targeted Value Portfolio Institutional | — | — | — | $160K | 0.9% | |
| MyCompass Ind Agg 2035 Fund R | — | — | — | $156K | 0.8% | |
| MyCompass Ind Conservative 2055 Fund R | — | — | — | $135K | 0.7% | |
| MyCompass Ind Agg 2065 Fund R | — | — | — | $134K | 0.7% | |
| Voya Retirement Insurance and Annuity Company** Fully benefit-responsive investment contract - Voya Fixed Account | — | — | — | $129K | 0.7% | |
| DFA Real Estate Securities Portfolio Institutional | — | — | — | $128K | 0.7% | |
| MyCompass Ind Moderate Retirement Fund R * 828 Neuberger Berman Mid Cap Growth Fund R6 | — | — | — | $81K | 0.4% | |
| Fidelity Invmt Grade Bond Fd Z | — | — | — | $42K | 0.2% | |
| Vanguard Life Strategy Moderate Growth Fund | — | — | — | $29K | 0.2% | |
| MyCompass Ind Agg Retirement Fund R | — | — | — | $13K | <0.1% | |
| Vanguard Life Strategy Income Fund | — | — | — | $10K | <0.1% | |
| MyCompass Ind Conservative 2045 Fund R | — | — | — | $6K | <0.1% | |
| MyCompass Ind Conservative Retirement Fund R | — | — | — | $5K | <0.1% | |
| MyCompass Ind Conservative 2035 Fund R | — | — | — | $4K | <0.1% | |
| Vanguard Life Strategy Conservative Growth Fund | — | — | — | $2K | <0.1% |