How big is Newbridge Marketing Group, LLC's plan?

Newbridge Marketing Group, LLC's plan reported $874K in assets and 25 participants for 2024.

Original filing (PDF)20250813182811NAL0020717874001

Newbridge Marketing Group, LLC

Name: Newbridge Marketing Group, LLC — Newbridge Marketing, Form 5500 (2024)
Creator: Newbridge Marketing Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newbridge Marketing 401(k) Plan

401(k) retirement plan · Newbridge Marketing Group, LLC's Newbridge Marketing 401(k) Plan held $874K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$874K

Net assets (EOY)

$874K

People on this filing

Steve Schubert signed Newbridge Marketing Group, LLC's 2024 Form 5500 as plan administrator.

Steve Schubert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newbridge Marketing Group, LLC's EIN is 20-2275374.

EIN 20-2275374

Plan number 001

Plan year 2024

ACK ID 20250813182811NAL0020717874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newbridge Marketing Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newbridge Marketing Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBRIDGE MARKETING GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

NEWBRIDGE MARKETING GROUP, LLC

EIN

all filings

Address

525 THIRD STREET, SUITE 200 · LAKE OSWEGO, OR · 97034

Phone

(503) 919-1324

Industry

Professional & Technical Services

Plan administrator