# Bold Penguin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bold-penguin-inc-401k-plan

> Bold Penguin, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bold Penguin, INC.

- **Sponsor EIN:** 813064148

- **Sponsor Address:** 6555 LONGSHORE ST., STE. 200, DUBLIN, OH, 43017

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

- **Total Participants:** 207

- **Total Assets:** $18.7M

## 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|207|$18.7M|$1.3M|$2.6M|

| 2023|238|$14.1M|$1.2M|$2.4M|

| 2022|262|$10.3M|$1.1M|$2.2M|

## 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|

| PLANTE MORAN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$24,830|$390|$23,440|—|—|

| 2023|$14,360|$6,103|$5,275|—|—|

| 2022|$12,102|$12,041|$61|—|—|

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