How big is Rock Bridge Financial Advisors, LLC's plan?

Rock Bridge Financial Advisors, LLC's plan reported $215K in assets and 3 participants for 2024.

Original filing (PDF)20251001112338NAL0017729299001

Rock Bridge Financial Advisors, LLC

Name: Rock Bridge Financial Advisors, LLC — Rock Bridge, Form 5500 (2024)
Creator: Rock Bridge Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rock Bridge Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Rock Bridge Financial Advisors, LLC's Rock Bridge Financial Advisors, LLC 401(k) Plan held $215K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan identifiers

Rock Bridge Financial Advisors, LLC's EIN is 26-1369848.

EIN 26-1369848

Plan number 001

Plan year 2024

ACK ID 20251001112338NAL0017729299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rock Bridge Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rock Bridge Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROCK BRIDGE FINANCIAL ADVISORS, 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