How big is Old Bridge Capital Advisors LLC's plan?

Old Bridge Capital Advisors LLC's plan reported $623K in assets and 1 participants for 2024.

Original filing (PDF)20250515073505NAL0030396784001

Old Bridge Capital Advisors LLC

Name: Old Bridge Capital Advisors LLC — Old Bridge Capital, Form 5500 (2024)
Creator: Old Bridge Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old Bridge Capital Advisors Cash Balance Plan

Defined-benefit pension plan · Old Bridge Capital Advisors LLC's Old Bridge Capital Advisors Cash Balance Plan held $623K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

People on this filing

Jason Nardis signed Old Bridge Capital Advisors LLC's 2024 Form 5500 as plan administrator.

Jason Nardis — 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

Old Bridge Capital Advisors LLC's EIN is 46-1754278.

EIN 46-1754278

Plan number 002

Plan year 2024

ACK ID 20250515073505NAL0030396784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Bridge Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Bridge Capital Advisors LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

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.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score