Original filing (PDF)20250501161721NAL0003477921001

OLD BRIDGE CAPITAL ADVISORS LLC

Name: OLD BRIDGE CAPITAL ADVISORS LLC — OLD BRIDGE CAPITAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: OLD BRIDGE CAPITAL ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

OLD BRIDGE CAPITAL ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OLD BRIDGE CAPITAL ADVISORS LLC

EIN

46-1754278all filings

Address

12 GLEN PARK ROAD · PURCHASE, NY · 10577

Phone

(646) 452-9993

Industry

Finance & Insurancesee all

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

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SAGE WEALTH MANAGEMENT LLC

SAGE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

$731K · 3 participants

MOLLY M. RAMBO

MOLLY M. RAMBO, 401(K) PLAN

$731K · 3 participants

KHANER CAPITAL MANAGEMENT

KHANER CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$731K · 2 participants

LUMINA WEALTH MANAGEMENT

LUMINA WEALTH MANAGEMENT 401K PLAN

$731K · 4 participants

GOLD MEDAL WATERS, INC.

GOLD MEDAL WATERS 401(K) PLAN

$732K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.