Bolt Financial, Inc.401(k)
BOLT FINANCIAL, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Bolt Financial, Inc. reported $22,018 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,609 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 0.11% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 4,633rd-largest of 9,483 plans among California employers on file, and 1,284th of 2,199 in information & media. In 2024, employees put in $6.23 for every $1.00 the employer contributed; active participation has shrunk from 291 to 74 since 2022.
Bolt Financial, Inc.'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 465042091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.