How big is Boldt's plan?

Boldt's plan reported $617 in assets and 12 participants for 2024.

Original filing (PDF)20250721190738NAL0000872515001

Boldt

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

Form 5500-SF

FILING_RECEIVED

Boldt Inc. 401(k) Plan

401(k) retirement plan · Boldt's Boldt Inc. 401(k) Plan held $617 in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$617

Net assets (EOY)

$617

People on this filing

Shirley Horner signed Boldt's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Boldt's EIN is 85-2633177.

EIN 85-2633177

Plan number 001

Plan year 2024

ACK ID 20250721190738NAL0000872515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boldt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BOLDT

EIN

all filings

Address

117 GOSS AVE · SANTA CRUZ, CA · 95065

Phone

(630) 666-8599

Industry

Construction

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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