How big is Bridgewood Advisors Inc.'s plan?

Bridgewood Advisors Inc.'s plan reported $4.1M in assets and 3 participants for 2024.

Original filing (PDF)20250628092703NAL0014897712001

Bridgewood Advisors Inc.

Name: Bridgewood Advisors Inc. — Bridgewood Advisors Inc., Form 5500 (2024)
Creator: Bridgewood Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bridgewood Advisors Inc. 401(k) Retirement Plan

401(k) retirement plan · Bridgewood Advisors Inc.'s Bridgewood Advisors Inc. 401(k) Retirement Plan held $4.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Rob Jansen signed Bridgewood Advisors Inc.'s 2024 Form 5500 as plan administrator.

Rob Jansen — 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

Bridgewood Advisors Inc.'s EIN is 45-1958030.

EIN 45-1958030

Plan number 001

Plan year 2024

ACK ID 20250628092703NAL0014897712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bridgewood Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bridgewood Advisors Inc.'s plan includes profit-sharing, a 401(k) feature, 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 BRIDGEWOOD ADVISORS INC..

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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