Niovi Gkolemi signed Bridgewell, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bridgewell, Incorporated's EIN is 04-2296940.
Download the official 2023 Form 5500 (PDF) for Bridgewell, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bridgewell, Incorporated's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | SERVICE PROVIDER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % 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% | |
| TRwPr Blue Chip Growth Fnd I Registered Investment Company | Common Stocks | — | — | $1.1M | 7.8% | |
| SSTR TARGET RETIRE 2035 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 271 | Common Collective Trust | — | — | $926K | 6.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $877K | 6.1% | |
| 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% | |
| State Street Target Retirement K Common Collective Trust | Common Collective Trusts | — | — | $552K | 3.8% | |
| 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% | |
| Voya Fixed Account (4452) Guaranteed Investment Contract | Stable Value | — | — | $521K | 3.6% | |
| SSTR TARGET RETIRE 2020 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 268 | Common Collective Trust | — | — | $421K | 2.9% | |
| SStr Target Retire 2020 K Common Collective Trust | Common Collective Trusts | — | — | $421K | 2.9% | |
| through February 2029 - | Other securities | — | — | $383K | 2.7% | |
| LOAN FUND Participant Loans - Rates 3.25% to 8.50% | Bonds / Notes | — | — | $383K | 2.7% | |
| American Funds Cap World G&I R6 Mutual Fund | Mutual Funds | — | — | $334K | 2.3% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $314K | 2.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $273K | 1.9% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $273K | 1.9% | |
| WstAsst Core Bond Fund Is Registered Investment Company | Common Stocks | — | — | $246K | 1.7% | |
| American Century Mid Cap Value Fund R6 Mutual Fund | Other securities | — | — | $243K | 1.7% | |
| Vanguard Equity Income Fund Adm Mutual Fund | Mutual Funds | — | — | $242K | 1.7% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $237K | 1.7% | |
| BlkRck High Yield Port K Registered Investment Company | Common Stocks | — | — | $157K | 1.1% | |
| Vanguard Lifestrategy Growth Fund Inv Mutual Fund | Mutual Funds | — | — | $155K | 1.1% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $155K | 1.1% | |
| SSTR TARGET RETIRE 2060 K STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $131K | 0.9% | |
| St Str Target Retire 2065 Registered Investment Company | Common Stocks | — | — | $121K | 0.8% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | Mutual Funds | — | — | $118K | 0.8% | |
| Thornburg Lmtd Trm Inc Fd R6 Registered Investment Company | Common Stocks | — | — | $109K | 0.8% | |
| Thornburg Limited Term Income Fund R6 Mutual Fund | Other securities | — | — | $109K | 0.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $92K | 0.6% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $58K | 0.4% | |
| Victory Sycmr Sm Comp Opp F R6 Registered Investment Company | Common Stocks | — | — | $53K | 0.4% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $50K | 0.3% | |
| Vanguard Lifestrategy Mid Growth Fundd Inv Mutual Fund | Mutual Funds | — | — | $50K | 0.3% | |
| Fidelity Intl Index Fnd Registered Investment Company | Mutual Funds | — | — | $46K | 0.3% | |
| Janus Hndr Triton Fd N Registered Investment Company | Mutual Funds | — | — | $30K | 0.2% | |
| Vanguard LifeStrat Cns Gr Fd Inv Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Emg Mkts Id Fd Registered Investment Company | Mutual Funds | — | — | $22K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| DFA Inflation-Protection Securities Portfolio Institutional Mutual Fund | Mutual Funds | — | — | $20K | 0.1% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | Mutual Funds | — | — | $20K | 0.1% | |
| PGIM Global Total Return Fund Z Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| Vangrd LifeStrat Inc Fd Inv Registered Investment Company | Common Stocks | — | — | $7K | <0.1% | |
| Vanguard Lifestrategy Inccome Fundd Inv Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| DFA Intl Value Portfolio Institutional Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Voya Government Money Market Fund Mutual Fund | Cash / Money Market | — | — | $3K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $3K | <0.1% |
