How big is BOLD Partners, LLC's plan?

BOLD Partners, LLC's plan reported $434K in assets and 3 participants for 2024.

Original filing (PDF)20251008095624NAL0003176755001

BOLD Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

BOLD Partners, LLC 401(k) Plan

401(k) retirement plan · BOLD Partners, LLC's BOLD Partners, LLC 401(k) Plan held $434K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Peter Souhleris signed BOLD Partners, LLC's 2024 Form 5500 as plan administrator.

Peter Souhleris — 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

BOLD Partners, LLC's EIN is 81-4546591.

EIN 81-4546591

Plan number 001

Plan year 2024

ACK ID 20251008095624NAL0003176755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BOLD Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BOLD PARTNERS, LLC

EIN

all filings

Address

246 ANDOVER STREET, 3RD FLOOR · PEABODY, MA · 01960

Phone

(978) 977-0050

Industry

Educational Services

Plan administrator