Alisa Beckman signed Bridgewater Associates, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bridgewater Associates, LP's EIN is 27-1437501.
Download the official 2024 Form 5500 (PDF) for Bridgewater Associates, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bridgewater Associates, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLINE PARTNERS LLC | 45-5129009 | — | NONE | $53K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund " | Common Collective Trusts | — | — | $217.0M | 35.3% | |
| Personal Choice Retirement Account Self directed brokerage accounts | Self-Directed Brokerage | — | — | $77.0M | 12.5% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $76.9M | 12.5% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $48.5M | 7.9% | |
| Vanguard Midcap Index Fund " | Common Collective Trusts | — | — | $44.8M | 7.3% | |
| Vanguard Inflation-Protected Fund " | Mutual Funds | — | — | $31.3M | 5.1% | |
| Vanguard Emerging Market Stock Index Fund " | Common Collective Trusts | — | — | $28.5M | 4.6% | |
| VANGUARD EMRG MKT STK IDX INST Registered Investment Company | Common Collective Trusts | — | — | $28.5M | 4.6% | |
| Vanguard Commodity Strategy Admiral Fund " | Mutual Funds | — | — | $25.5M | 4.1% | |
| Vanguard European Stock Index Fund " | Common Collective Trusts | — | — | $24.6M | 4.0% | |
| Vanguard Treasury Money Market Fund Mutual fund | Mutual Funds | — | — | $21.8M | 3.6% | |
| Vanguard Pacific Stock Index Signal Fund " | Mutual Funds | — | — | $19.1M | 3.1% | |
| Vanguard Real Estate Index Fund institutional Fund " | Common Collective Trusts | — | — | $14.0M | 2.3% | |
| Vanguard Long Term Treasury Admiral Fund " | Mutual Funds | — | — | $11.5M | 1.9% | |
| Vanguard Total International Bond Index Fund " | Common Collective Trusts | — | — | $11.2M | 1.8% | |
| VANGUARD TOT INTL BD IDX INSTL Registered Investment Company | Common Collective Trusts | — | — | $11.2M | 1.8% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $10.9M | 1.8% | |
| Vanguard Emerging Market Bond Admiral Fund " | U.S. Treasuries | — | — | $8.5M | 1.4% | |
| Vanguard Short Term Bond Index Fund " | Common Collective Trusts | — | — | $6.2M | 1.0% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $2.5M | 0.4% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $124K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
