Bridge Insurance & Financial Service, Inc. 401(k) Plan

The Bridge Insurance & Financial Service, Inc. 401(k) on its latest Form 5500

Bridge Insurance & Financial Service, Inc. (EIN 26-1865152) reports BRIDGE INSURANCE SAFE HARBOR 401(K) PLAN on its most recent Form 5500, with $944K in plan assets across 12 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Bridge Insurance & Financial Service, Inc. filing — schedules, fees, and providers.

Who runs the Bridge Insurance & Financial Service, Inc. 401(k)?

Bridge Insurance & Financial Service, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bridge Insurance & Financial Service, Inc.HR for the recordkeeper’s name and login.

How to check your Bridge Insurance & Financial Service, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bridge Insurance & Financial Service, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).