Employers › Bolt Threads
Recordkeeping fees per participant · Forus 401(k) · plan year 2024
$100.47
Higher than 61% of the 7,477 plans $1 to 10M that report it.
= $11,152 / 111
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251011072745NAL0005040451001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011072745NAL0005040451001, received 2025-10-11
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-11.
Administrative expenses excluding investment management, per participant
$319.19
Higher than 91% of the 14,713 plans $1 to 10M that report it.
= $35,430 / 111
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251011072745NAL0005040451001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011072745NAL0005040451001, received 2025-10-11
Administrative expenses per participant
$319.19
Higher than 85% of the 15,210 plans $1 to 10M that report it.
= $35,430 / 111
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011072745NAL0005040451001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011072745NAL0005040451001, received 2025-10-11
Administrative expenses as a share of assets
0.413%
Higher than 40% of the 15,243 plans $1 to 10M that report it.
= $35,430 / $8,582,742
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011072745NAL0005040451001, received 2025-10-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251011072745NAL0005040451001, received 2025-10-11
Employer contributions per participant
$591
Higher than 20% of the 13,342 plans $1 to 10M that report it.
= $65,622 / 111
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011072745NAL0005040451001, received 2025-10-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011072745NAL0005040451001, received 2025-10-11
Employer share of total contributions
24.9%
Higher than 37% of the 13,370 plans $1 to 10M that report it.
= $65,622 / $263,712
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011072745NAL0005040451001, received 2025-10-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251011072745NAL0005040451001, received 2025-10-11
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 2X · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251011072745NAL0005040451001, received 2025-10-11
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BOLT THREADS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Plan name | FORUS 401(K) | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Sponsor EIN / plan number | 27-0706781 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Sponsor location | EMERYVILLE, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Industry (business code) | 315990, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Filing received | 2025-10-11 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Participants, beginning of year | 138 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Active participants | 15 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Participants, end of year | 114 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Participants with an account balance | 111 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total assets, beginning of year | $8,240,343 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total assets, end of year | $8,582,742 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Net assets, end of year | $8,582,742 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total income | $1,533,970 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Net income | $342,399 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Employer contributions | $65,622 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Participant contributions | $160,333 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Other contributions (incl. rollovers) | $37,757 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total contributions | $263,712 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Benefit payments | $1,156,141 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total expenses (incl. benefit payments) | $1,191,571 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Total administrative expenses | $35,430 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Contract administrator fees | $24,278 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Recordkeeping fees | $11,152 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Administrative expenses excluding investment management | $35,430 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Held in mutual funds | $8,359,968 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251011072745NAL0005040451001, received 2025-10-11 |
| Independent auditor | PENSION ASSURANCE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251011072745NAL0005040451001, received 2025-10-11 |
Position = column in the DOL layout for form year 2024. Filing 20251011072745NAL0005040451001, received 2025-10-11.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FORUSALL ADVISORS LLC | ADMINISTRATOR | 13 Contract administrator; 27 Investment advisory (plan); 51 Investment management fees paid directly by plan | $24,278 | no |
| AT RETIREMENT SERVICES, LLCrecordkeeper | N/A | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $11,152 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251011072745NAL0005040451001, received 2025-10-11.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $8,240,343 | $8,582,742 | 4.2% |
| Participants with a balance | 134 | 111 | -17.2% |
| Administrative expenses | $42,928 | $35,430 | -17.5% |
| Recordkeeping fees per participant | $137.54 | $100.47 | -27.0% |
| Employer contributions | $169,851 | $65,622 | -61.4% |
Prior filing 20241011143302NAL0022045569001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: BOLT THREADS, INC.; SEC registrant: Bolt Threads, Inc. (CIK 1607387, matched by EIN).