How big is Seven Bridges Financial Group, LLC's plan?

Seven Bridges Financial Group, LLC's plan reported $4.3M in assets and 4 participants for 2024.

Original filing (PDF)20250506102118NAL0005899091001

Seven Bridges Financial Group, LLC

Name: Seven Bridges Financial Group, LLC — Seven Bridges, Form 5500 (2024)
Creator: Seven Bridges Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seven Bridges Financial Group, LLC Cash Balance Plan

Defined-benefit pension plan · Seven Bridges Financial Group, LLC's Seven Bridges Financial Group, LLC Cash Balance Plan held $4.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Seven Bridges Financial Group, LLC's EIN is 47-4901944.

EIN 47-4901944

Plan number 002

Plan year 2024

ACK ID 20250506102118NAL0005899091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Seven Bridges Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Seven Bridges Financial Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEVEN BRIDGES FINANCIAL GROUP, 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