Bridgewell Resources LLC's EIN is 27-1753515.
Download the official 2024 Form 5500 (PDF) for Bridgewell Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bridgewell Resources LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.6M | 14.6% | |
| (Vanguard) Vanguard Developed Markets Index | Mutual Funds | — | — | $3.5M | 14.2% | |
| Admiral Fund Dodge and Cox Dodge and Cox Income Fund X | Mutual Funds | — | — | $2.5M | 10.1% | |
| MFS Investment Management Emerging Growth Fund R4 | Mutual Funds | — | — | $1.8M | 7.5% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $1.8M | 7.2% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $1.7M | 6.8% | |
| Vanguard Mid Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 6.2% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 5.1% | |
| Pacific Investment Management Real Return Fund Institutional Class | Other securities | — | — | $1.1M | 4.4% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $957K | 3.9% | |
| Shares Vanguard Short Term Treasury Fund Admiral Shares | Mutual Funds | — | — | $949K | 3.9% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $844K | 3.4% | |
| Victory Capital Advisers, Inc Trivalent International Small Cap | Common Stocks | — | — | $808K | 3.3% | |
| Fund Class Y Vanguard Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $808K | 3.3% | |
| Nationwide Geneva Nationwide Geneva Small Cap Growth Fund | Other securities | — | — | $713K | 2.9% | |
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $419K | 1.7% | |
| TD Ameritrade Trust Company TD Bank USA Money Market Fund | Cash / Money Market | — | — | $124K | 0.5% | |
| January 2036 and interest rates of 4.25% to 8.75%. - | Bonds / Notes | — | — | $25K | 0.1% |
