What public Form 5500 filings show about the Your Bridge Wealth Management 401(k) plan — and how to find and check your own account.
Your Bridge Wealth Management (EIN 33-3034752) reports YOUR BRIDGE WEALTH MANAGEMENT 401K SAVINGS PLAN on its most recent Form 5500, with $4.9M in plan assets across 16 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 Your Bridge Wealth Management filing — schedules, fees, and providers.
Your Bridge Wealth Management’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 Your Bridge Wealth ManagementHR for the recordkeeper’s name and login.
