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Original filing (PDF)20251004100647NAL0001273091001
BOLD ORANGE COMPANY, LLC
Form 5500
FILING_RECEIVED
BOLD ORANGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
146
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLD ORANGE COMPANY, LLC.
Plan sponsor
Name
BOLD ORANGE COMPANY, LLC
EIN
82-3686434
Address
100 S WASHINGTON AVE. · SUITE 750 · MINNEAPOLIS, MN · 55401
Phone
(612) 354-2832
Industry
Retail Tradesee 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
2025-10-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $28K | — |
Investments
24 direct securities· $9.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $1.2M | 12.2% | |
| Vanguard Target Retirement 2035 Mutual Funds | — | — | — | $970K | 9.5% | |
| Vanguard Growth Index Admiral Mutual Funds | — | — | — | $946K | 9.3% | |
| Wilmington Large Cap Value R1 Mutual Funds | — | — | — | $734K | 7.2% | |
| Vanguard 500 Index Admiral FD 540 Mutual Funds | — | — | — | $679K | 6.7% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $515K | 5.1% | |
| Dimensional Large Cap International I Mutual Funds | — | — | — | $485K | 4.8% | |
| Vanguard Target Retirement 2060 Invs Mutual Funds | — | — | — | $453K | 4.5% | |
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $440K | 4.3% | |
| AFS Europacific Growth R6 Mutual Funds | — | — | — | $427K | 4.2% | |
| Vanguard Target Retirement 2045 Mutual Funds | — | — | — | $399K | 3.9% | |
| Baird Short Term Bond Instl Mutual Funds | — | — | — | $393K | 3.9% | |
| Dodge & Cox Income Fund Class X Mutual Funds | — | — | — | $373K | 3.7% | |
| Baird Aggregate Bond Instl Mutual Funds | — | — | — | $325K | 3.2% | |
| Vanguard Small Cap Index Admiral Fund #548 Mutual Funds | — | — | — | $297K | 2.9% | |
| Vanguard Total Bond Index Admiral Fund #584 Mutual Funds | — | — | — | $259K | 2.5% | |
| Janus Henderson Enterprise N Mutual Funds | — | — | — | $239K | 2.4% | |
| Victory Capital Sycamore Est Value R6 Mutual Funds | — | — | — | $215K | 2.1% | |
| Vanguard High Dividend Yield Index Adm Mutual Funds | — | — | — | $109K | 1.1% | |
| Vanguard Target Retirement 2070 Mutual Funds ** 374 Vanguard Target Retirement 2065 Mutual Funds | — | — | — | $107K | 1.1% | |
| Dimensional International Small Company Mutual Funds | — | — | — | $31K | 0.3% | |
| Notes receivable from participants Bearing interest at 4.50%-9.50% - | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2025 Mutual Funds | — | — | — | $6K | <0.1% | |
| Vanguard Treasury Money Market Fund (11) Interest Bearing Cash | — | — | — | $3K | <0.1% |
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