Sponsor portfolio
BOLT FINANCIAL GROUP, INC.
EIN 82-3442151investment managementLatest filing 2024
Plans
1
Retirement
1
$29K assets
Welfare
0
Participants
4
5701 NORTH HIGH STREET SUITE 100 - WORTHINGTON, OH 43085614-635-0102boltfinancialgroup.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOLT FINANCIAL GROUP, INC. RETIREMENT TRUST | 401k | $29K | 4 | 2024 |
Retirement plans