How big is BOLO Realtors' plan?

BOLO Realtors' plan reported $250K in assets and 4 participants for 2024.

Original filing (PDF)20250703085954NAL0000414641001

BOLO Realtors

Name: BOLO Realtors — BOLO Realtors 401(k) Profit Sharing, Form 5500 (2024)
Creator: BOLO Realtors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOLO Realtors 401(k) Profit Sharing Trust

401(k) retirement plan · BOLO Realtors' BOLO Realtors 401(k) Profit Sharing Trust held $250K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

People on this filing

Veronica Precella signed BOLO Realtors' 2024 Form 5500 as plan administrator.

Veronica Precella — 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

BOLO Realtors' EIN is 84-6060407.

EIN 84-6060407

Plan number 002

Plan year 2024

ACK ID 20250703085954NAL0000414641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BOLO Realtors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BOLO Realtors' 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 BOLO REALTORS.

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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 (92nd percentile).

Plan sponsor

Name

BOLO REALTORS

EIN

all filings

Address

4790 TABLE MESA DRIVE · SUITE 200 · BOULDER, CO · 80305

Phone

(303) 442-3585

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator