How big is Liftbridge Financial Advisors 401(k) Plan's plan?

Liftbridge Financial Advisors 401(k) Plan's plan reported $4.3M in assets and 3 participants for 2025.

Original filing (PDF)20260311103930NAL0005442944001

Liftbridge Financial Advisors 401(k) Plan

Name: Liftbridge Financial Advisors 401(k) Plan — Form 5500 (2025)
Creator: Liftbridge Financial Advisors 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Liftbridge Financial Advisors 401(k) Plan held $4.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Liftbridge Financial Advisors 401(k) Plan's EIN is 42-3262902.

EIN 42-3262902

Plan number 001

Plan year 2025

ACK ID 20260311103930NAL0005442944001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Liftbridge Financial Advisors 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Liftbridge Financial Advisors 401(k) Plan's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFTBRIDGE FINANCIAL ADVISORS 401(K) PLAN.

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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