How big is Longbridge Financial LLC's plan?

Longbridge Financial LLC's plan reported $21.8M in assets and 411 participants for 2024.

Original filing (PDF)20250624071249NAL0016184722001

Longbridge Financial LLC

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

Form 5500

FILING_RECEIVED

Longbridge Financial LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Longbridge Financial LLC's Longbridge Financial LLC 401(k) Profit Sharing Plan held $21.8M in plan assets for 411 participants in 2024, with Principal as recordkeeper.

Active participants

411

Accounts w/ balance

440

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Michael Krebsbach signed Longbridge Financial LLC's 2024 Form 5500 as plan administrator.

Michael Krebsbach — 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

Longbridge Financial LLC's EIN is 46-0530020.

EIN 46-0530020

Plan number 001

Plan year 2024

ACK ID 20250624071249NAL0016184722001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Longbridge Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGBRIDGE FINANCIAL LLC.

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

LONGBRIDGE FINANCIAL LLC

EIN

all filings

Address

61 SOUTH PARAMUS ROAD · SUITE 500 · PARAMUS, NJ · 07652

Phone

(201) 477-0869

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$83K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIVATE ADVISOR GROUP LLC	27-3463733	—	INVESTMENT ADVISORY	$32K	—

Investments

44 direct securities· $21.6M(99% of reported assets)

Other securities

$12.8M

22 holdings

Mutual Funds

$6.2M

15 holdings

Participant loans

$2.0M

1 holding

Common Collective Trusts

$483K

5 holdings

Common Stocks

$145K

1 holding

					% of plan
Participant Loans	Participant loans	—	$0	$2.0M	9.4%
T. Rowe Price Funds T. ROWE PRICE RTMT 2055 I FD	Other securities	—	$0	$1.7M	7.8%
1919 Funds 1919 Socially Resp Bal I Fund	Other securities	—	$0	$1.6M	7.5%
T. Rowe Price Funds T. ROWE PRICE RTMT 2065 I FD	Other securities	—	$0	$1.3M	6.2%
T. Rowe Price Funds T. ROWE PRICE RTMT 2060 I FD	Other securities	—	$0	$1.3M	6.1%
Vanguard Group Vanguard Balncd Index Admrl Fd	Mutual Funds	—	$0	$1.2M	5.7%
Vanguard Group Vanguard Fin Index Adm Fd	Mutual Funds	—	$0	$1.1M	5.0%
T. Rowe Price Funds T. ROWE PRICE RTMT 2030 I FD	Other securities	—	$0	$973K	4.5%
Vanguard Group Vanguard Intl Growth Adm Fd	Mutual Funds	—	$0	$961K	4.4%
T. Rowe Price Funds T. ROWE PRICE RTMT BAL I FUND	Other securities	—	$0	$923K	4.2%
T. Rowe Price Funds T. ROWE PRICE RTMT 2025 I FD	Other securities	—	$0	$895K	4.1%
T. Rowe Price Funds T. ROWE PRICE RTMT 2040 I FD	Other securities	—	$0	$800K	3.7%
T. Rowe Price Funds T. ROWE PRICE RTMT 2035 I FD	Other securities	—	$0	$648K	3.0%
T. Rowe Price Funds T. ROWE PRICE RTMT 2020 I FD	Other securities	—	$0	$554K	2.5%
Vanguard Group VANGUARD STRAT SM CP EQ INV FD	Mutual Funds	—	$0	$540K	2.5%
TIAA Investments Nuveen Real Estate Sec Sel R6	Mutual Funds	—	$0	$487K	2.2%
Vanguard Group Vanguard Mid Cap Index Adm Fd	Mutual Funds	—	$0	$417K	1.9%
T. Rowe Price Funds T. ROWE PRICE RTMT 2015 I FD	Other securities	—	$0	$417K	1.9%
Vanguard Group Vanguard Sm Cap Index Adm Fund	Mutual Funds	—	$0	$413K	1.9%
T. Rowe Price Funds T. ROWE PRICE RTMT 2050 I FD	Other securities	—	$0	$403K	1.9%
Vanguard Group Vanguard Value Index Adm Fund	Mutual Funds	—	$0	$359K	1.7%
T. Rowe Price Funds T. Row Prc All-Cp Opps I Fund	Other securities	—	$0	$327K	1.5%
Vanguard Group Vanguard Windsor II Adm Fund	Mutual Funds	—	$0	$294K	1.3%
Vanguard Group Vgd Ttl Intl Stk Idx Adm Fd	Common Collective Trusts	—	$0	$236K	1.1%
T. Rowe Price Funds T. Rowe Price Gl Ml-Sc Bd I Fd	Other securities	—	$0	$193K	0.9%
T. Rowe Price Funds T. ROWE PRICE RTMT 2045 I FD	Other securities	—	$0	$184K	0.8%
Principal Life Insurance Company Principal Guaranteed Option	Common Stocks	—	$0	$145K	0.7%
T. Rowe Price Funds T Rowe Price Gl Stock I Fund	Mutual Funds	—	$0	$138K	0.6%
PGIM Investments PGIM Jennison Intl Opp R6 Fnd	Other securities	—	$0	$114K	0.5%
Vanguard Group Vanguard 500 Index Admiral Fd	Common Collective Trusts	—	$0	$102K	0.5%
Hartford Mutual Funds Hartford Dvdnd and Grwth R6 Fd	Other securities	—	$0	$96K	0.4%
The American Funds Am Fds Bd Fd of Am R6 Fd	Mutual Funds	—	$0	$86K	0.4%
JP Morgan Funds JP Morgan US Equity R6 Fund	Other securities	—	$0	$85K	0.4%
Vanguard Group Vanguard Health Care Idx Adm	Common Collective Trusts	—	$0	$81K	0.4%
Vanguard Group Vanguard Growth Index Adm Fund	Mutual Funds	—	$0	$75K	0.3%
T. Rowe Price Funds T. ROWE PRICE RTMT 2010 I FD	Other securities	—	$0	$67K	0.3%
T. Rowe Price Funds T. ROWE PRICE RTMT 2005 I FD	Other securities	—	$0	$65K	0.3%
Janus Henderson Janus Henderson Cntrian I Fd	Mutual Funds	—	$0	$46K	0.2%
Vanguard Group Vanguard Info Tech Idx Adm Fd	Common Collective Trusts	—	$0	$41K	0.2%
Hartford Mutual Funds Hartford Schroder Intl Stk SDR	Other securities	—	$0	$35K	0.2%
JP Morgan Funds JP Morgan Grw Advantage R6 Fd	Other securities	—	$0	$26K	0.1%
Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd	Common Collective Trusts	—	$0	$22K	0.1%
The American Funds American Funds NewWorld R6	Mutual Funds	—	$0	$10K	<0.1%
Janus International Holding, LLC JanusHenderson Bal Instl	Mutual Funds	—	$0	$1K	<0.1%