How big is Bridge Financial Planning, LLC's plan?

Bridge Financial Planning, LLC's plan reported $254K in assets and 3 participants for 2025.

Original filing (PDF)20260424220531NAL0003443155003

Bridge Financial Planning, LLC

Name: Bridge Financial Planning, LLC — Bridge Financial, Form 5500 (2025)
Creator: Bridge Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bridge Financial Planning 401(k) Plan

401(k) retirement plan · Bridge Financial Planning, LLC's Bridge Financial Planning 401(k) Plan held $254K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

People on this filing

Elantha Barry signed Bridge Financial Planning, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Bridge Financial Planning, LLC's EIN is 47-2643552.

EIN 47-2643552

Plan number 001

Plan year 2025

ACK ID 20260424220531NAL0003443155003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bridge Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bridge Financial Planning, 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 BRIDGE FINANCIAL PLANNING, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score