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Original filing (PDF)20250414152533NAL0001883169001
BRIDGEWELL, INCORPORATED
Form 5500
FILING_RECEIVED
BRIDGEWELL 403(B) PLAN
403(b) retirement plan
Active participants
930
Accounts w/ balance
471
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 62 bps in Schedule C fees — 112% above peer band of 29 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEWELL, INCORPORATED.
Plan sponsor
Name
BRIDGEWELL, INCORPORATED
EIN
04-2296940
Address
10 DEARBORN ROAD · PEABODY, MA · 01960
Phone
(781) 593-1088
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $88K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | SERVICE PROVIDER | $0 | — |
Investments
11 pooled funds· $8.3M(58% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$8.3M
10 holdings
Pooled Separate Account
$0
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSTR TARGET RETIRE 2045 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 273 | Common Collective Trust | $1.7M | 12.0% |
| SSTR TARGET RETIRE 2025 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 269 | Common Collective Trust | $1.3M | 9.0% |
| SSTR TARGET RETIRE 2040 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 272 | Common Collective Trust | $1.3M | 8.9% |
| SSTR TARGET RETIRE 2035 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 271 | Common Collective Trust | $926K | 6.4% |
| SSTR TARGET RETIRE 2030 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 270 | Common Collective Trust | $787K | 5.5% |
| SSTR TARGET RETIRE 2055 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 423 | Common Collective Trust | $607K | 4.2% |
| STATEST TRGT RETIREMENT K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | $552K | 3.8% |
| SSTR TARGET RETIRE 2050 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 274 | Common Collective Trust | $535K | 3.7% |
| SSTR TARGET RETIRE 2020 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 268 | Common Collective Trust | $421K | 2.9% |
| SSTR TARGET RETIRE 2060 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | $131K | 0.9% |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE & ANNUITY - · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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