Original filing (PDF)20251008134709NAL0003327971001

VOLTUS, INC.

Name: VOLTUS, INC. — VOLTUS 401(K) PLAN, Form 5500 (2024)
Creator: VOLTUS, INC.

Form 5500

FILING_RECEIVED

VOLTUS 401(K) PLAN

401(k) retirement plan

Active participants

209

Accounts w/ balance

285

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOLTUS, INC..

Plan sponsor

Name

VOLTUS, INC.

EIN

81-3538282

Address

2443 FILLMORE ST #380-3427 · SAN FRANCISCO, CA · 94115

Phone

(857) 209-4165

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-08

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$28K	—

Investments

30 direct securities· $16.8M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2055 Fund IPR	—	—	—	$3.8M	22.1%
Fidelity Freedom Index 2050 Fund IPR	—	—	—	$3.5M	20.6%
Fidelity Freedom Index 2060 Fund IPR	—	—	—	$2.6M	15.1%
Fidelity Freedom Index 2045 Fund IPR	—	—	—	$1.8M	10.3%
Fidelity Freedom Index 2040 Fund IPR	—	—	—	$1.5M	8.6%
Fidelity Freedom Index 2065 Fund IPR	—	—	—	$909K	5.3%
Fidelity 500 Index Fund	—	—	—	$831K	4.9%
Fidelity Large Cap Growth Index Fund	—	—	—	$665K	3.9%
Fidelity Total Market Index Fund	—	—	—	$231K	1.4%
Fidelity Freedom Index 2030 Fund IPR	—	—	—	$149K	0.9%
Putnam Large Cap Value Fund R6	—	—	—	$110K	0.6%
Fidelity International Index Fund	—	—	—	$110K	0.6%
Fidelity Small Cap Index Fund	—	—	—	$104K	0.6%
Fidelity U.S. Bond Index Fund	—	—	—	$95K	0.6%
Fidelity Government Money Market Fund K6	—	—	—	$91K	0.5%
Fidelity Mid Cap Index Fund	—	—	—	$78K	0.5%
Fidelity Emerging Markets Index Fund	—	—	—	$57K	0.3%
MFS International Equity Fund R6	—	—	—	$53K	0.3%
Fidelity Freedom Index 2035 Fund IPR	—	—	—	$50K	0.3%
Fidelity U.S. Sustainability Index Fund	—	—	—	$49K	0.3%
Capital Group Bond Fund of America R6	—	—	—	$43K	0.3%
American Century High Income Fund R6	—	—	—	$35K	0.2%
PIMCO US Small Fund Institutional	—	—	—	$28K	0.2%
Cash	—	—	—	$20K	0.1%
American Century Small Cap Growth Fund R6	—	—	—	$19K	0.1%
BlackRock Mid-Cap Growth Equity Fund K	—	—	—	$16K	<0.1%
Capital Group New World Fund R6	—	—	—	$15K	<0.1%
Cohen & Steers Institutional Realty Shares	—	—	—	$10K	<0.1%
Principal Funds Mid Cap Value Fund I R6	—	—	—	$10K	<0.1%
Fidelity Inflation-Protected Bond Index Fund	—	—	—	$7K	<0.1%