How big is Liftbridge Financial Advisors' plan?

Liftbridge Financial Advisors' plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250729124640NAL0004679984001

Liftbridge Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Liftbridge Financial Advisors 401(k) Plan

401(k) retirement plan · Liftbridge Financial Advisors' Liftbridge Financial Advisors 401(k) Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Edward Bradford signed Liftbridge Financial Advisors' 2024 Form 5500 as plan administrator.

Edward Bradford — 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

Liftbridge Financial Advisors' EIN is 45-3262902.

EIN 45-3262902

Plan number 001

Plan year 2024

ACK ID 20250729124640NAL0004679984001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liftbridge Financial Advisors' 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.

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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