How big is BOLZ CPA, LLC's plan?

BOLZ CPA, LLC's plan reported $224K in assets and 5 participants for 2024.

Original filing (PDF)20250721153948NAL0004274834001

BOLZ CPA, LLC

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

Form 5500-SF

FILING_RECEIVED

BOLZ CPA, LLC 401(k) Plan

401(k) retirement plan · BOLZ CPA, LLC's BOLZ CPA, LLC 401(k) Plan held $224K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Jeanne BOLZ signed BOLZ CPA, LLC's 2024 Form 5500 as plan administrator.

Jeanne BOLZ — 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

BOLZ CPA, LLC's EIN is 81-3978157.

EIN 81-3978157

Plan number 001

Plan year 2024

ACK ID 20250721153948NAL0004274834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BOLZ CPA, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

BOLZ CPA, LLC

EIN

all filings

Address

1001A E HARMONY RD 508 · FORT COLLINS, CO · 80525

Phone

(970) 999-5913

Industry

CPA Offices· Professional & Technical Services

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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