# Bold North America, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bold-north-america-llc-401k-plan

> Bold North America, LLC's 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bold North America, LLC

- **Sponsor EIN:** 203932597

- **Sponsor Address:** 1615 SOUTH CONGRESS, DELRAY BEACH, FL, 33445

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $17.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|208|$17.5M|$782,066|$2.4M|

| 2023|228|$14.4M|$724,118|$2.1M|

| 2022|133|$10.1M|$475,133|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE BALDWIN GROUP WEALTH ADVISORS|ADVISOR|$32,615|—|$32,615|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,038|—|$26,038|

| HLB PUERTO RICO LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,653

- **Estimated Expense Ratio:** 0.335% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$61,249|$33,034|—|—|—|

| 2023|$30,881|$29,606|—|—|—|

| 2022|$23,766|$23,541|—|—|$225|

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