Back to filter
Original filing (PDF)20250507161036NAL0010875873001
BRIDGETREE, LLC
Form 5500-SF
FILING_RECEIVED
BRIDGETREE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
65
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGETREE, LLC.
Plan sponsor
Name
BRIDGETREE, LLC
EIN
46-4412518
Address
P.O. BOX 69 · FORT MILL, SC · 29716
Phone
(704) 612-0622
Industry
Professional & Technical Servicessee 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
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
$20.3M · 413 participants
ADURO ADVISORS, LLC
ADURO ADVISORS, LLC 401(K) PLAN
$20.3M · 323 participants
NEW WORLD MEDICAL
NEW WORLD MEDICAL 401(K) PLAN
$20.3M · 198 participants
SERRALA AMERICAS, INC.
SERRALA AMERICAS, INC. 401(K) PLAN
$20.3M · 91 participants
HERRERA ENVIRONMENTAL CONSULTANTS INC
HERRERA ENVIRONMENTAL CONSULTANTS 401K PLAN
$20.3M · 151 participants
EDIPHY ADVISORS, LLC
EDIPHY ADVISORS, LLC 401K PROFIT SHARING PLAN
$20.5M · 95 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants