· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIDGEWATER ASSET MANAGEMENT, LLC — BRIDGEWATER ASSET MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001110410NAL0013130849001
BRIDGEWATER ASSET MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
BRIDGEWATER ASSET MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIDGEWATER ASSET MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
BRIDGEWATER ASSET MANAGEMENT, LLC
EIN
46-3985918
Address
16150 MAIN CIRCLE DRIVE, SUITE 210 · CHESTERFIELD, MO · 63017
Phone
(636) 536-9936
Industry
Finance & Insurance
see 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
2025-10-01
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BONFIRE VENTURES MANAGEMENT, INC.
BONFIRE VENTURES MANAGEMENT, INC. CASH BALANCE PLAN
$1.2M · 9 participants
CARMANDALIAN FINANCIAL GROUP, LLC
CFG CASH BALANCE PLAN
$1.2M · 3 participants
DAVID ADAMS WEALTH GROUP, LLC DBA ADAMS WEALTH PARTNERS
DAVID ADAMS WEALTH GROUP, LLC 401(K) PLAN
$1.2M · 9 participants
PACIFIC CREST PLANNING, INC.
PCP 401(K) PLAN
$1.2M · 9 participants
CALMWATER ADVISORS, LLC
CALMWATER ADVISORS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 7 participants
CARSON CHOICE RETIREMENT SOLUTIONS, INC.
CARSON CHOICE RETIREMENT SOLUTIONS, INC. CASH BALANCE PLAN
$1.2M · 1 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B
