Back to filter
Original filing (PDF)20251015191425NAL0010901826001
BOLDYN NETWORKS US OPERATIONS LLC
Form 5500
FILING_RECEIVED
BOLDYN NETWORKS US OPERATIONS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
425
Accounts w/ balance
479
Plan assets (EOY)
$50.6M
Net assets (EOY)
$50.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 51% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLDYN NETWORKS US OPERATIONS LLC.
Plan sponsor
Name
BOLDYN NETWORKS US OPERATIONS LLC
EIN
87-1546212
Address
121 INNOVATION DRIVE · SUITE 200 · IRVINE, CA · 92617
Phone
(949) 999-4552
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISORY | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $117K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFITS UNLIMITED, INC. | 33-0499726 | — | OTHER SERVICES | $0 | — |
Investments
28 direct securities · 1 pooled fund· $50.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$48.2M
28 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual fund | — | — | — | $10.0M | 19.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual fund | — | — | — | $5.8M | 11.5% | |
| MFS Growth R6 Fund Mutual fund | — | — | — | $4.0M | 8.0% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual fund | — | — | — | $3.8M | 7.4% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual fund | — | — | — | $2.7M | 5.2% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual fund | — | — | — | $2.6M | 5.1% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual fund | — | — | — | $2.5M | 5.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.7% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual fund | — | — | — | $2.3M | 4.6% | |
| Vanguard Mid Cap Index Adm Fund Mutual fund | — | — | — | $2.2M | 4.3% | |
| Putnam Large Cap Value R6 Fund Mutual fund | — | — | — | $1.8M | 3.6% | |
| Vanguard Sm Cap Index Adm Fund Mutual fund | — | — | — | $1.3M | 2.5% | |
| Carillon Eagle MidCaGwth R6 Fund Mutual fund | — | — | — | $957K | 1.9% | |
| Vanguard Ttl Intl Stk Index Adm Fund Mutual fund | — | — | — | $934K | 1.8% | |
| MFS New Discovery Value R6 Fund Mutual fund | — | — | — | $901K | 1.8% | |
| Baird Core Plus Bond I Fund Mutual fund | — | — | — | $890K | 1.8% | |
| Notes receivable from participants 4.25% - 10.50% | — | — | — | $871K | 1.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual fund | — | — | — | $836K | 1.7% | |
| Am Funds EuroPacific Grth R6 Fund Mutual fund | — | — | — | $794K | 1.6% | |
| Cohen & Steers I Realty Sh Fund Mutual fund | — | — | — | $615K | 1.2% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual fund | — | — | — | $538K | 1.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual fund | — | — | — | $484K | 1.0% | |
| Loomis Sayles Sm Cp Gr N Fund Mutual fund | — | — | — | $403K | 0.8% | |
| PIMCO Income Institutional Fund Mutual fund | — | — | — | $295K | 0.6% | |
| Vanguard Ttl Bd Mkt Index Adm Fund Mutual fund | — | — | — | $270K | 0.5% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual fund | — | — | — | $250K | 0.5% | |
| DFA Emerg Mkt Core Eqty I Fund Mutual fund | — | — | — | $192K | 0.4% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual fund | — | — | — | $37K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund Mutual fund | — | — | — | $4K | <0.1% |