Plan Ledger DOL Form 5500 · updated monthly

Bold North America, LLC401(k)

BOLD NORTH AMERICA, LLC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Bold North America, LLC reported $61,249 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,760 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.24% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 3,979th-largest of 9,483 plans among California employers on file, and the 1,158th of 3,341 in other services. In 2024, employees put in $3.13 for every $1.00 the employer contributed; active participation has grown from 133 to 208 since 2022.

Plan summary
Net assets, end of year$17,500,400
Participants with balances275
Active participants208
Employer contributions$782,066
Employee contributions$2,444,777
Employer contribution per active participant$3,760
Average account balance$63,638
Benefits paid to participants$2,095,831
Plan auditUnmodified (clean) audit opinion
AuditorHLB PUERTO RICO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 275 accts · $782K emplr
2023$14.4M · 327 accts · $724K emplr
2022$10.1M · 241 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,215
Investment management$33,034
Total administrative$61,249
The Bold North America, LLC 401(k) match · 2024
Employer contribution per active participant$3,760
Median for plans this size$2,416
2024$3,760 per active participant
2023$3,176 per active participant
2022$3,572 per active participant

Bold North America, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$32,615
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,038

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$61,249 · 0.38%
2023$30,881 · 0.25%
2022$23,766 · 0.24%
Same employer
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Jonathan Club CA$18.3M · 0.24%
Human Services Association CA$17.4M · 0.02%
The King's Academy CA$17.3M · 0.31%
Sharjo, Inc. CA$17.3M · 0.00%
Chinatown Service Centers CA$17.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203932597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.