Original filing (PDF)20250207091555NAL0013603553001

BRIDGEPOINT INSURANCE AGENCY & PERMIT CENTER LLC

Name: BRIDGEPOINT INSURANCE AGENCY & PERMIT CENTER LLC — ADMIN316 MEP 401(K) PLAN FBO BRIDGEPOINT INSURANCE AGENCY, Form 5500 (2022)
Creator: BRIDGEPOINT INSURANCE AGENCY & PERMIT CENTER LLC

Form 5500-SF

FILING_RECEIVED

ADMIN316 MEP 401(K) PLAN FBO BRIDGEPOINT INSURANCE AGENCY

401(k) retirement plan

Signals · 1

Late filing · 15.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEPOINT INSURANCE AGENCY & PERMIT CENTER LLC.

Plan sponsor

Name

BRIDGEPOINT INSURANCE AGENCY & PERMIT CENTER LLC

EIN

20-2035488

Address

101 N MCCOLL RD · STE 10 · MCALLEN, TX · 78501

Phone

(361) 271-1211

Industry

Finance & Insurancesee all

Plan administrator

Name

COMPLIANCE ADMINISTRATION,

EIN

81-0759783

City

CORPUS CHRISTI, TX

Phone

(361) 271-1211

Plan characteristics

Plan number

333

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2025-02-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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